Adding EasyPost Support in Presentation Manager

To use existing templates with EasyPost, you first need to add EasyPost support, which enables the inclusion of the uneditable EasyPost section in a template.

NOTE: When you add the EasyPost element, it could shift your document template layout, so ensure that you add any required graphics to the document template before you Add EasyPost Support.

To add EasyPost support 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) Click the Edit button and 3) You will see the message Presentation Manager Loading...
3. When Presentation Manager loads, click the Add EasyPost Support button:

   

   	Format	The document format, including whether address is to the left or right.
   	Colour / Double sided	Most practices leave print options as grey scale, single sided.
   	Addressee	Most practices post to Patients at Home (Patient Hm).
   	Typeface / Font	The EasyPost section of your document printout will later be added by the mail house. The purpose of these fields is to allow you to match the appearance of the document's EasyPost section to the typeface and font used in the document template itself. i.e. The mail house prints the EasyPost section with font attributes that you define in these two fields.

4. Click OK to immediately see the EasyPost section added to the template:

   

5. If necessary, tweak your template layout.
6. Save by means of Options > Save and Close: