Creating a standard Email template

To create a standard Email template

1. Select Configure > Email Templates to open the Email Template File.
2. Click the +1 button to open the Add Email Template window:

   

3. Type a unique Code for this template (e.g. APPTREM)
4. Type a description of the Template (e.g. Appointment Reminder)
5. Click in the body of the window and type the text message, including the Dental fields using the correct format.
6. To add merge fields (for auto-replaceable text), click the View Merge Fields button at the bottom of the screen. Tthis will display the Letter Merge Fields window:

   

   Note that you can filter this list for related merge fields by selecting from the drop-down filter list at the bottom of the window:

   

7. To get the merge field into the document, use the clipboard as follows:
   1. Highlight the merge field(s) that you require (you can use CTRL-Click or SHIFT-Click for multiple selection)
   2. Press CTRL-C on the keyboard, or click the Copy Field(s) to Clipboard button to copy the field(s) to the clipboard
   3. Position the mouse cursor in the document or template at the point where you want the merge field(s) to be inserted.
   4. Press CTRL-V or RightClick>Paste to insert the clipboard content.
8. Close the Letter Merge Fields window by means of the X button .
9. When finished creating the template, select OK to save it.