Editing a template in Presentation Manager

To edit an EasyPost-enabled template in Presentation Manager

1. Launch the Document Details window from any one of three points:
   • Click the button in the Patients screen:
     
   • Click the Create a Patient document button in the Patient File
   • Click the Create a Specialist Document in the Specialist file.

   The Document Details screen displays.

2. In the Document Details screen, 1) Click to select the template, 2) Hover your mouse cursor over the template to see the Edit button then click it and 3) You will see the message Presentation Manager Loading...

   Presentation Manager opens the template that you selected to edit:

   

   The blue-shaded EasyPost section is uneditable (you cannot change it or move it).

3. If you are going to make small changes to the template text only, simply edit the template and save.
4. If you are going to make big changes to the template that include graphics,
   • Click the button to Remove EasyPost Support. You will see the shaded blue section disappear.
   • Edit the template as required.
   • Click the button to Add EasyPost Support. You will see the blue shaded section added to the template.
   • If necessary, tweak your template layout.
   • Save by means of Options > Save and Close: