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 for the first time)

Click on the email icon at the bottom right of the screen:

Click on Manage Email Templates for Documents alongside the Select Templates dropdown

Select the + Add Template button:

Enter your template details. You'll be able to format your emails by using the normal tools and variables to populate information, then Save Template

You'll then see the template listed, with options to Preview, Edit or Delete the template, while clicking Back to Message will return you to the email screen

When emailing documents, you'll then be able to use any of your 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 on your practice on a webpage (like directions or pricing information) that you also add to your email templates, adding a link out to these pages can be a really easy way of limiting the amount of text you add to email templates.
If you are copying and pasting text from elsewhere, either from within WriteUpp or from a webpage or a word document for example, you might pick up some stray HTML formatting which will increase the number of characters you use. 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 to format your templates.
Compose your templates manually by typing text and entering variables

Updated on: 29/07/2022

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