Inserting Lists into Templates

You can add lists to a letter template.

Example:

To add a list to your template:

  1. While viewing the template, place the cursor where you want the list to appear and click Add New List on the SoftDent toolbar. The SoftDent List Creation window is displayed.

  2. Select the category from the Category field in the List Selection Options section.

  3. Select an option:

  4. To view a list of data fields that typically appear in a letter:

  5. To view a complete list of all data fields for the specified category:

A list of categories and data fields is displayed in the Available List Fields section. A category contains a list of data fields that specifically relate to it.

  1. Expand the category containing the data field you want to add to the list.

  1. Select an option to manipulate a data field:

  2. To add a field:

  3. To remove a field:

  4. To clear all fields:

  5. To change the display order for a field:

  1. After adding all of the fields that you want to include in the list, click OK.

To add a merge field to the template:

To add an image to the template:

  1. Click Back to SoftDent to save the template and return to the software. The Template Information window is displayed.

  2. Select an option:

  3. To save your changes:

  4. To create a new template:

  1. Click Close.