Introduction
This article will provide you with an overview of program print templates as well as instructions on adding one for the General Case Management System. Print Templates are printable forms that auto-fill with information from a Program (for cases). These completed forms are not saved/stored in the system, but can be regenerated at any time with up-to-date information from the program database. Examples of print templates are face sheets or case note summaries.
Prerequisites
An extendedReach User ID with one of the following user permissions:
- Full Administrator
- Restricted Administrator - Forms Administration
Overview
Print Template Information
Above screenshot shows the location of items 1-3 covered below.
- Template Name: Name of the print template.
- Menu Order: The number you assign will determine the order in which this template appears in the menu found within a specific program.
- Program: Name of the program using the print template.
Related Document(s)
Above screenshot shows the location of items 1-5 covered below.
- Type: Can select File - Use Field Codes for a field coded Word document and File - Field Codes for a non field coded Word document.
- Paperclip Icon: Use the paperclip icon to attach the Word document print template.
- Trash Can Icon: Select the document you want to delete then click the trash can icon to allow for deletion when the print template is saved.
- Past Versions: Select to show the past saved and updated files from the last 45 days.
- Having trouble editing documents?: Select for instructions on downloading and installing the extendedReach Plugin.
Instructions
Follow the below instructions for adding a program print template by selecting the "Get Started" button below.