Importing and exporting documents

 

Importing Documents

 

If you are sent document templates created by someone else, you can import these into the program. Before you start, make sure they are saved as XML files:
 
Go to the Tools menu. Select Document Templates from the Clinical Setup submenu.
 
Press [Import].
 
Highlight the file and press [Open]. The new form will appear in the list at the left hand side.
 

 

Exporting Documents

 

If you want to send someone else a document template, you can export these as XML files:
 
Go to the Tools menu. Select Document Templates from the Clinical Setup submenu.
 
Press [Export].
 
Select the Template that you wish to export and press [OK].
 
Choose where to save it, label it and press [Save As].
 

 

 

 

 

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