Using Experts > Working with Letter Expert Templates

Inserting Lists into Templates

You can add lists to a letter template.

Example:You can add a list of scheduled appointments for the entire family to one letter and eliminate the need to send multiple appointment letters to the same guarantor. When you want to create a letter from a template that contains a merge list, the data is automatically merged with the list and creates a finished letter.

• To create a template, see Creating Letter Expert Templates.

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:Select Display only common fields.

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

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.

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

• A small minus sign (-) is displayed left of the text when a category is expanded. A small plus sign (+) is displayed left of the text when a category is collapsed. To expand or collapse a category, click the category.

5. Select an option to manipulate a data field:

6. To add a field:Select it and click Add Field to List.

7. To remove a field:Select it and click Remove Field From List.

8. To clear all fields:Click Clear All Fields From List.

9. To change the display order for a field:Select it and click Move Up or Move Down.

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

To add a merge field to the template:See Inserting Merge Fields into Templates.

To add an image to the template:See Inserting Images into Templates.

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

8. Select an option:

9. To save your changes:Click Edit.

10. To create a new template:Click Add.

9. Click Close.