Form Designer Module

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 MS Word installed on your PC.

Using the Form Designer

Creating Templates

• Creating a Recall Letter

• Creating a Standard Letter/Form

• Creating a Ordering/Dispensing/CL Dispensing Template

Editing Existing Templates

• Editing a Recall Letter

• Editing a Standard Letter/Form

• Editing a Ordering/Dispensing/CL Dispensing Template

Configuring Templates

• Document Header

• Enclosed Images

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