New Template Editor - Content Tab

 

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 the features of the Content Tab of the New Template Editor in depth.  

Note:  See article Components of the New Template Editor for detail on the other areas of the New Template Editor.  

 

The Short Version

  • Go to Settings > Template Library > toggle New Template Library > select Create.
  • Using the Content 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.

 

Instructions

1.  Go to New Template Editor.

a.  Go to Settings > Template Library.

Settings_-_Template_Library.png

 

b.  Select toggle New Template Library.

Library_Toggle.png

c.  Click Create.

Click_Create.png

1._Create_New.png

 

Content Tab

Content_Tab.png

2.  Content tab:  Tags

Tags enable you to save time when creating Letters and Documents by drawing information in from the patient's clinical file, demographic and account information as well as practice details. 

Notes: 

  • When creating a Template you will see the Tag, but when you are creating a Letter or Document this will be replaced with the practice or patient's actual information.  
  • You can add as many Tags to a template as you need, and you can use the same Tag multiple times if needed (eg. having the provider's name at the top and the bottom of the template).
  • The more prepopulated information you can use means that it is faster to create a document for the patient as well as reducing double handling caused by re-entering information.  

Content_Tab._Tag.png

a.  Click the down arrow to reveal the Tag Categories

Content_Tab._Tag._Down_arrow.png

b.  Select a Tag Category to show the options available.  

Content_Tab._Tag._Category.png

c.  Single click on the Tag/s you want to appear in your template

Tip: They will appear where your cursor was.

Content_Tab._Tag._Select_tag.png

 

3.  Content tab:  Insert

Tip:  You can collapse and expand this section by clicking on the Insert heading. 

Content_Tab._Insert.png

a.  Upload a file

This button allows you to upload a file so that you do not need to create a template from scratch.  Click Upload a File and browse for your document, then click Open to load it into the Editor.  

Notes: 

  • Acceptable file types to upload are; .doc, .docx, .dot, .dotx, .docm, .rtf, .txt, .xml, .odt, .pdf.  
  • After the file has been loaded into the Editor, use the Content tools to refine and format your template. 

Content_Tab._Insert._Upload_a_File.png

b.  Edit Watermark 

This button allows you to add a Watermark to your template.  The Watermark could be used to place a letterhead into the template or add other markings to the page. 

Notes: 

  • The Watermark sits behind the letter template.   
  • Use the Edit Watermark button to change to the Watermark options. 
    • Use the Edit Document button to return to the Template options. 
  • You can Upload a File (.pdf) or Insert an Image (.jpg, .jpeg, .png)
  • You can set the Opacity if you would like the watermark to appear faded.
  • Use the Preview button to see how your template and watermark look together at any time.  
    • You will need to have saved your template before the Preview button will be available.  

Content_Tab._Insert._Insert_Watermark.png

Content_Tab._Insert._Watermark_Settings.png

c.  Page Break 

This icon will insert a Page Break where your cursor is, telling the document to start on a new page at this point without the need to fill up the current page.   Page Breaks help maintain a professional look to your template by ensuring your next page starts when you want it to.  

Content_Tab._Insert._Page_Break.png

d.  Table

This icon will insert a Table where your cursor is.  Clicking this icon will open a new section that contains the table settings.  These are: 

  • Number of columns/rows (maximum 20) to insert. 
  • Inserting, merging, and deleting columns/rows after the Table has been created. 
  • Borderlines and formatting options.  

Notes: 

  • Click the Table icon again to close the table settings menu.  
  • Place your cursor where you want the table to appear in your template.
  • Shortcut: Use the Tab key to add extra rows to the bottom of the table.  

Content_Tab._Insert._Table.png

e.  Paste

This icon enables you to switch between 'copy and paste' within the template, or to 'copy and paste' content into this template from another place, eg a Word document.  

Note: 

  • The hover tip will let you know which setting it is on. 
  • Click the icon to switch between the two options.

Content_Tab._Insert._Paste.png

f.  Image

This icon will insert an Image where your cursor is.  After clicking, you will be able to browse for the image you want to insert.  

Notes:   

  • Supported file types are .jpg, .jpeg, and .png.
  • When the Image is selected in the template, use the white squares to resize the image.
  • Use the Paragraph Alignment options in the Text section to control where the image sits on the page.

Content_Tab._Insert._Image.png

g.  Header & Footer

These two icons will open the Header/Footer of your template.  Enter your Header/Footer detail and use the Content tab formatting options as needed.  

Notes: 

  • You will not be able to edit your main template while you are in the Header/Footer
  • To close the Header/Footer, double click in the middle of the template.  
  • Shortcut: Open the Header/Footer by double-clicking at the top or bottom of your template.

Content_Tab._Insert._Header_Footer.png

 

4.  Content tab:  Text

Tip:  You can collapse and expand this section by clicking on the Text heading.  

Content_Tab._Text.png

a.  Font Type & Size

These buttons allow you to specify the Font and Size of the text in your template.  

Content_Tab._Text._Font_Size.png

b.  Font Emphasis, Font Colour & Font Highlight

These icons allow you to apply Emphasis, Colour, and Highlights to the text in your template.  

Content_Tab._Text._Emphasis_Colour.png

c.  Paragraph Alignment

These icons allow you to position components in your template.  

Content_Tab._Text._Para_Alignment.png

d.  Bullet Points & Numbered Lists 

These icons allow you to include Bulleted and Numbered lists in your template.  

Content_Tab._Text._Lists.png

e.  Line Spacing & Indents

These icons allow you to control the Line Spacing and Indents in your template.  

Notes: 

  • You could use the line spacing to enhance the readability of important information. 
  • You could use the indents to control how lists look in your template.  

Content_Tab._Text._Line_Spacing_Indents.png

 

5.  Content tab:  Page

Tip:  You can collapse and expand this section by clicking on the Page heading.  

Content_Tab._Page.png

a.  Margin

These buttons allow you to control the size of the Margins for your template.  The distance from the edge of the page (based on your selection) is displayed below these buttons.  

Notes: 

  • The measurements are shown in millimetres (mm).  
  • You can use the three preset options (Default, Narrow, Wide) or create your own with Custom
  • Selecting Custom allows you to type in the measurements you want.  
    • Important: Some measurements may not be suitable for your printer.  If you create a Custom margin setting, test your template using the Print button in the bottom right.  

Content_Tab._Page._Margins.png

b.  Paper

This button allows you to set the Paper Size of your template.  The physical size of the page is displayed below, based on your selection.  

Notes: 

  • Templates will always default to A4 size.
  • The measurements are shown in millimetres (mm).  
  • Options available are; A3, A4, A5, B4, Executive, Legal, Statement, Tabloid, and Custom.
  • Selecting Custom allows you to type in the measurements you want. 
    • Important: Some measurements may not be suitable for your printer.  If you create a Custom paper size setting, test your template using the Print button in the bottom right.  

Content_Tab._Page._Paper.png

c.  Layout

This button allows you to set the Orientation of your template and manage the size of your Header/Footer.  

Notes: 

  • The measurements are shown in millimetres (mm).
  • Templates will always default to Vertical (portrait) orientation.  Your other option is Horizontal (landscape).  
  • The size of your Header/Footer refers to the distance between the edge of the page (top/bottom only) and the start of your Header/Footer.
    • Important:  Your overall page margin settings may affect how your Header/Footer looks.  Review both of these settings together if it is not displaying correctly.   

Content_Tab._Page._Layout.png

 

Further Reading

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