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.

Creating and editing documents 1Go to the Tools menu. Select Document Templates from the Clinical Setup submenu.

 

 

Creating and editing documents 6Click “Import” in the toolbar.

As prompted, select the file and click “Open”.  The new form will appear in the list of documents on the left hand side.


Exporting Documents

If you want to send someone else a document template, you can export these as XML files:

Enter document templates, as above. Click “Export” in the toolbar.

importing and exporting documentsSelect the Template that you wish to export and click “OK”. You can search by typing the document name the blue line.

Choose where to save it, label it and click “Save As”.