Document Library - Merge Forms

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The Merge Forms category is used to create the actual merge documents to be used from within Orion Contact and Practice Management.

To view an existing or to create a new Merge Form, click the Merge Forms Category and the Display Panel appears.



To create a new Merge Form, click on New.  The following screen will appear.

 


The following table describes the Merge Form options you can define.  Fill out the fields as required.


 

Field
 Description
Type
 Type of document as it appears in the drop down List. The items displayed in the drop down list are those types you set up through the Types category.
Category
 Category to which this document belongs. The items displayed in the drop down list are those categories you have already set up.
Default Action
 The default action you want to assign to the document if a Journal Entry will be made when this document is created. The options displayed in the drop down list are those actions created in the Actions category under the System Setup Group.
Word Processor
 The word processor to use when creating documents.
Description
 The name of the document as you want it to appear in the pick list.
Key Words
 Key words for this document. The document pick list includes a FIND feature that searches this Key Word field as well as the Description field.
Default Location
 The location to save the new document to when created from the merge. This is only a default location and can be changed by the User upon saving the new document.
Merge Form
 The name and location (path) of the actual Merge Form you are creating.  Type in the full path and file name, you can not browse out to the file using the .... button


To add fields to your Merge Form, place your cursor in the Merge Form field then click Browse (...). The system opens the appropriate Word Processor and the following screen appears.



Place the cursor where you want the field to go in your document. Expand the appropriate tree and click on a field.  Now click Insert Field.


When you have finished placing all the fields you want, click Completed. Save your Word or Word Perfect document and then click OK on the Merge Form to save.  


To edit a Merge Form double click on the appropriate form or single click and press edit.  Make your changes and save.

To delete a Merge Form, click on the appropriate one and then click the Delete button.  Click Yes to confirm.  This will not remove the document it was referencing but only delete the form that was set up.

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