Then, go back to Blueprint OMS, locate the template in the Setup > Templates menu, right-click on it, select Update template, and choose the file you had just saved as the new template.Excel for Microsoft 365 Word for Microsoft 365 PowerPoint for Microsoft 365 Access for Microsoft 365 Excel for Microsoft 365 for Mac Word for Microsoft 365 for Mac PowerPoint for Microsoft 365 for Mac Word for the web Excel 2021 Word 2021 PowerPoint 2021 Access 2021 Visio Standard 2021 Excel 2021 for Mac Word 2021 for Mac PowerPoint 2021 for Mac Excel 2019 Word 2019 PowerPoint 2019 Access 2019 Visio Standard 2019 Excel 2019 for Mac Word 2019 for Mac PowerPoint 2019 for Mac Excel 2016 Word 2016 PowerPoint 2016 Access 2016 Visio Standard 2016 Excel 2016 for Mac Word 2016 for Mac PowerPoint 2016 for Mac Excel 2013 Word 2013 PowerPoint 2013 Access 2013 Visio 2013 Excel for Mac 2011 Word for Mac 2011 PowerPoint for Mac 2011 More.

Then, make any desired changes to the file and save. Skip this step if you already have the file on your computer. To do this, locate the template in the Setup > Templates menu in Blueprint OMS, right-click on it, and Download copy.

doc template in the Patient correspondence category, you must also specify whether template is for marketing use if it is, it will be offered in the Print menu in the marketing module.įirst, download the template so that you can make changes to it in Microsoft Word. Then, name the template, set the template category, and optionally set a description. Once there, use the Upload button to choose the document you want to upload as a template, or drag and drop it into the Blueprint OMS window. Go to Setup > Template > Forms or > Correspondence or > Invoices depending on the kind of template you're uploading. To make a checkbox checked by default, right-click the checkbox, select Properties, and then change the default value from Not checked to Checked. To insert a checkbox into a template, place your cursor where the checkbox should be inserted, and then go to Developer > Legacy Forms > Check Box Form Field. This enables checkboxes that work in Blueprint OMS. In Word, go to File > Options > Customize Ribbon > Choose commands from: Developer tab > Legacy Tools > Add > OK. For more information, see: Advanced options.

Creating microsoft word templates