Cloning a Template with the New Template Editor

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 clone a template from the New Template Library.

Note: Only users with Admin access will be able to Clone templates.

 

 

The Short Version

  • Go to Settings > Template Library > toggle New Template Library 
  • In the dropdown option next to the template select Clone
  • Make any changes to the template and update name.
  • Click Save.

 

Instructions

1.  Go to Settings > Template Library.

Settings_-_Template_Library.png

 

2.  Select the New Template Library toggle.

Library_Toggle.png

 

3. Click on the dropdown next to the template and select Clone

Action._Clone.png

 

4. A copy of the template selected will open in the editor. You can now make any changes to this template as required. 

  • Using the Toolbar tab, you can:
    • Insert a file, watermark, page break, table, picture, header, and footer.
    • Manage font settings, emphasis, colour, alignment, lists, line spacing, and indents.  
    • Define margins, paper size, and page orientation.
  • Using the Details tab, you can: 
    • Set the name and category of the template.
    • Assign the template to user/s and user group/s (Admin user type only).
    • Default the template to user/s and user group/s.  
  • Using the Buttons at the top and bottom, you can: 
    • Preview the document with the watermark. 
    • Set the zoom level and navigate pages (if required). 
    • Save, Cancel, and Print the template.  

Learn more about the components of the New Template Library here

 

5. Click Save to create the new version of your template. 

5._Save.png

 

Further Reading

 

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