Updating your Converted Templates

Brief Overview

The New Template Library is our latest release to improve the Letter Creation and Template Management experience within Clinic to Cloud.  This article explains how to access the New Template Library and review your converted templates. 

 

The Short Version

  • As part of the Templates Release, Clinic to Cloud provided a complimentary service to convert all current templates into the New Template Library
  • Templates that were converted show with an action of Update
  • These will need to be reviewed and saved so that the template can be used in the New Letters Workflow in a future release.
    • If a template still shows the action Update after the New Letters Workflow is released, they will not be accessible. 
  • Tags:
    • If a Tag was unable to be matched, it will be displayed with a red highlight. This will need to be replaced.
    • If a Tag was matched but needs to be confirmed, it will be displayed with a green highlight.  This will need to be checked and replaced as required. 
  • Readability

 

Instructions

1.  Open a new template in the New Template Editor.  

2.  Go to Settings > Template Library.

Settings_-_Template_Library.png

 

3.  Select the New Template Library toggle.

Library_Toggle.png

 

4. Click the Update option next to each of your converted templates. You will need to review and save each of your converted templates to ensure they are available in our future release of the letter workflow. 

NTL.png

 

5. The converted template will open and you can make any necessary edits from here. 

Tags:

  • If a Tag was unable to be matched, it will be displayed with a red highlight. This will need to be replaced. There are a number of new tags that have been added that you can replace the existing tag with.
  • If a Tag was matched but needs to be confirmed, it will be displayed with a green highlight.  This will need to be checked and replaced as required. 

Use this article to learn more about searching and adding tags. 

3b._Content_Tab._Tag._Down_arrow.png

 

Readability:

  • The template conversion may have made some changes to the formatting of your templates. Use our article about the Toolbar Tab to learn about our new formatting options and making any changes.
  • If you are not happy with the formatting of the converted template and would like to create a new template from scratch you can learn more here

2._Content_Tab.png

Template Details:

  • Go to the Details Tab to update your template name, categorise the template, assign it to specific users or groups, and set as default as required. Click here to learn more about the Details tab. 

Details_Tab._Template_Name.png

6. Once you have made all the changes required, click Save and this template is now ready to use in our future letters workflow release. Follow steps 4-6 for all converted templates. 

5._Save.png

 

 

Further Reading

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