How to create a template for sending reminders by regular mail? : EHRez Help Center - English

Solution home Frequently Asked Questions about System Settings Settings / Office / Templates

How to create a template for sending reminders by regular mail?

Modified on: Tue, 9 Jan, 2018 at 3:05 PM

Go to Settings screen.
Select the Office button and then press the Templates button.

Select the Master Category of GENERAL.
Then select the Reminders Category.
- Note: In cases where the "Reminders" option in "Category" is not available, press thebutton located next to the category and add option.
Press the Add button.
The edit screen will be displayed, proceed with the created template.
Example:

Press the Previous button when finishing editing the template.
In the Template Description field write the template name.
Press the Save to store changes.

Note: The created template can be displayed in the Reminders screen in Appointment / Reports / Reminders.

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