Difference between revisions of "Form Designer Module"

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== This page is currently under construction ==
=Overview=
The Form Designer allows you to create and maintain all types of document templates within the Optisoft Enterprise system.
 
Documents are broken up into 6 main categories, each of which are explained below.
 
In order to use the Form Designer, you will first need a copy of Microsoft Word installed on your PC.


=Overview=
 
<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/FormDesignerMain.png</center>


=Using the Form Designer=
=Using the Form Designer=
[[Creating a New Report - Search Tab|Search Tab]]
*[[Creating a Recall Letter - Creating a Recall Letter]]


*Creating a Standard Letter/Form
==Creating Templates==
*[[Using the Form Designer - Creating a Recall Letter|Creating a Recall Letter]]
 
*[[Using the Form Designer - Creating a Standard Letter/Form|Creating a Standard Letter/Form]]
 
*[[Using the Form Designer - Creating a Ordering/Dispensing/CL Dispensing Template|Creating an Ordering/Dispensing/CL Dispensing Template]]


*Creating a Ordering/Dispensing/CL Dispensing Template
==Editing Existing Templates==
*[[Using the Form Designer - Editing a Recall Letter|Editing a Recall Letter]]


*Document Header
*[[Using the Form Designer - Editing a Standard Letter/Form|Editing a Standard Letter/Form]]


*Enclosed Images
*[[Using the Form Designer - Editing a Ordering/Dispensing/CL Dispensing Template|Editing an Ordering/Spectacles Dispensing/Contact Lens Dispensing Template]]




[[Main Page|Home]]
[[Main Page|Home]]

Latest revision as of 09:43, 20 February 2017

Overview

The Form Designer allows you to create and maintain all types of document templates within the Optisoft Enterprise system.

Documents are broken up into 6 main categories, each of which are explained below.

In order to use the Form Designer, you will first need a copy of Microsoft Word installed on your PC.


FormDesignerMain.png

Using the Form Designer

Creating Templates

Editing Existing Templates


Home