You can modify a print, fax, or cover sheet template for your system or site, and you can modify a template for a location within a site.
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NOTE: You can use merge fields in your templates. Click here for more information on using merge fields in templates. |
To modify a print template:
1. To modify a print template at the system level:
a. In the Setup group, select the System tab.
b. Click Templates.
c. Select the Print Template tab.
OR
To modify a print template at the site level:
a. In the Setup group, select the Sites tab.
b. Click Templates.
c. Select the Print Template tab.
OR
To modify a print template at the site location level:
a. On the Sites tab in the Setup group, select the site from the drop-down list at the upper right.
b. Next to the location to which you want to modify a print template, click Edit in the Templates column.
c. Select the Print Template tab.
2. Download the template file from the server, if the current version is not on your computer. Otherwise you can skip this step. To download the file:
a. Select the template you want to modify from the list. The template appears in the plain-text preview window.
b. At the prompt, click Download.
c. Click Save.
d. Navigate to and select the folder in on your computer in which you want to store the template file.
3. Open and edit the template file as desired. Save and close the file.
4. Click Edit. Navigate to and select the file you edited. The edited file appears in the plain-text preview window. To preview the template in Word, click the link at the bottom of the window; click Open to view a sample report in Word. Then close the preview window.
5. Click Save and Close to save your changes.
To modify a fax template:
1. To modify a fax template at the system level:
a. In the Setup group, select the System tab.
b. Click Templates.
c. Select the Fax Template tab.
OR
To modify a fax template at the site level:
a. In the Setup group, select the Sites tab.
b. Click Templates.
c. Select the Fax Template tab.
OR
To modify a fax template at the site location level:
a. On the Sites tab in the Setup group, select the site from the drop-down list at the upper right.
b. Next to the location to which you want to modify a fax template, click Edit in the Templates column.
c. Select the Fax Template tab.
2. Download the template file from the server, if the current version is not on your computer. Otherwise you can skip this step. To download the file:
a. Select the template you want to modify from the list. The template appears in the plain-text preview window.
b. Click Download.
c. At the prompt, click Save.
d. Navigate to and select the folder in on your computer in which you want to store the template file.
3. Open and edit the template file as desired. Save and close the file.
4. Click Edit. Navigate to and select the file you edited. The edited file appears in the plain-text preview window. To preview the template in Word, click the link at the bottom of the window; click Open to view a sample report in Word. Then close the preview window.
5. Click Save and Close to save your changes.
To modify a fax cover sheet template:
1. To modify a fax cover sheet template at the system level:
a. In the Setup group, select the System tab.
b. Click Templates.
c. Select the Cover Sheet tab.
OR
To modify a fax cover sheet template at the site level:
a. In the Setup group, select the Sites tab.
b. Click Templates.
c. Select the Cover Sheet tab.
OR
To modify a fax cover sheet template at the site location level:
a. On the Sites tab in the Setup group, select the site from the drop-down list at the upper right.
b. Next to the location for which you want to modify a fax cover sheet, click Edit in the Templates column.
c. Select the Cover Sheet tab.
2. Download the template file from the server, if the current version is not on your computer. Otherwise you can skip this step. To download the file:
a. Select the template you want to modify from the list.
b. Click Download.
c. At the prompt, click Save.
d. Navigate to and select the folder in on your computer in which you want to store the template file.
3. In the Windows Fax Cover Page Editor utility, open and edit the template file as desired. Save and close the file.
4. On the Cover Sheet tab in PowerScribe 360 | Reporting, click Edit. Navigate to and select the cover sheet you edited.
NOTE: The preview feature is not available for fax cover sheets.
5. Click Save and Close to save your changes.