Communicare Templates

Use the Communicare Templates window to manage the templates used in Communicare.

To work with templates, you must have Reference Table system rights. Only Communicare Administrators can edit system templates.
Note:

SQL Report and SMS templates cannot be imported from here. SQL Report templates must be imported from Tools > SQL Report Editor or Report > Search Reports.

SMS templates must be imported from Tools > Send batch SMS.

Use the Communicare Templates window to import Word and PDF-based templates such as Invoice, Imprest, Pathology and Imaging templates. These templates cannot be edited from here. Contact Communicare Support for further information.

You can import or export a template and add, modify or delete a template.

To edit a template in Communicare using the Letter Writer:
  1. Select Tools > Communicare Templates.
  2. In the Communicare Templates window, double-click a template or select the template and click Edit template iconEdit.
  3. In the Document Template window, click Edit Document Template.
  4. Make your changes in the Letter Writer.

See Document Templates for more information.

Alternatively, you can import a template you created outside of Communicare, or export and modify a template and import it back into Communicare.

To export a template, in the Communicare Templates window, select a template and click Export template iconExport.

To import a Communicare document template in XML file format, in the Communicare Templates window, click Import template iconImport.

To find a template, in the Search Text field, enter part of the template name you are looking for. Communicare filters the list of templates to those with a name containing the characters you entered.

To delete a template, select a template and click Delete iconDelete.