Printing and sending to EasyPost

To print a document from Presentation Manager

1. Select a template in the Document Details screen.
2. Select Print.
3. Choose options from your regular Printer dialogue.

To send a Presentation Manager template to EasyPost

1. Select a template in the Document Details screen.
2. Select EasyPost.

To Preview a Presentation Manager template

1. Select a template in the Document Details screen.
2. Select Preview.

   This causes EXDOC-PRO to open in Edit mode for a custom Patient document (with all merge fields populated with the current patient's information and the practice / provider information).

   

   If the template contains any Recall merge fields, you will