Uploading Templates to SystmOne
These instructions are to upload existing Microsoft Word documents as templates to be used for Word referral letters in SystmOne. Note: you can only upload templates if you have the access right of “Template Manager” • Select Setup Referrals & Letters “New” Word Letter Templates
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Click New Template Select Import an existing Word document and click Ok
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Select the word document that you wish to use as a template and click Select Give the template a name and select the category for it to be in, Click Ok
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The template is now active and can be used to create referral letters