Generating a template document

6 Connect for community education workers : Using document templates : Generating a template document

Always schedule the school activity BEFORE you generate the booking confirmation document.

To generate a booking confirmaiton for an upcoming school presentation:

1 Open the case record from which you want to generate a template document.

2 Click the Templates tab.
The templates list displays.

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\CE template list.png$

3 In the Action column of the list click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\template.png$ for the template you want to use.
Gambler’s Help Connect generates a word document based on the template and displays it in the Documents previously generated list.

4 In the Documents previously generated section, click the link to the document in the File name column.
The document is downloaded to your PC.

Document download processes can vary depending on your browser and Windows version. Talk to your local IT support if you need help with this.

5 You can now open the document for further editing or printing.