Articles on: Letters & Documents

How do I set up an email template for documents?

If you regularly send copies of documents out via email, you can quickly and easily set up email templates to save yourself time.

Open an existing document by going to the 'Files' tab of the Patient Summary, and clicking on any file with the type Document (or create one if a document does not already exist)

When viewing the document, click on the Email icon at the bottom right of the screen:

Click on the Manage Email Templates for Documents link alongside the 'Select Template' dropdown

Select the + Add Template button.

Enter your template details. You can format your emails using the available tools and variables to populate information. When you are happy, click Save Template.

You will then see the template listed, with options to Preview, Edit or Delete the template. Clicking Back to Message will direct you back to the email screen

When emailing documents, you can then use any of your saved templates by selecting one from the dropdown:

Email templates in WriteUpp have a limit of around 8,000 characters.

Top Tips ⬇️
If you have information about your practice on a webpage (like directions or pricing information) that you would like to add to your email templates, then adding a link out to these pages is a really easy way of limiting the amount of text you have to add to email templates.
If you are copying and pasting text from elsewhere, either from within WriteUpp or from a webpage/word document for example, you may pick up some stray HTML formatting, which will increase the number of characters. To avoid this, you should either:
Paste the text into the notepad on your computer first, then copy and paste the plain text into WriteUpp. You can then use the tools in WriteUpp to format your templates.
Compose your templates manually in WriteUpp by typing text and entering variables

Updated on: 09/05/2024

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