Setup & Configuration
Articles related to the setup and configuration of document templates
Working with Document type security for the OH Portal
What's the context? Meddbase already enables users to share individual documents to the Occupational Health (OH) Por...
- Updated
Admin > Configuration > Booking
What is the context? Meddbase System Administrators/Superusers with access to the Admin section of the Start Page ca...
- Updated
How to create a Structured text template
What is the context? Templates are ''blueprints'' for creating documents. Then can be used in different places withi...
- Updated
Configuring and Using PDF previews
What is the purpose of the article? This article describes how to configure the ability to preview PDF files as part...
- Updated
Templates & Documents - An overview
What is the purpose and context? This article: Provides you with an overview of the process of creating templates ...
- Updated
How to Create a Document Type
What is the purpose of the article? This article outlines the steps needed to create a new document type. Steps to...
- Updated
Document Editor
What is the new Document Editor? The new Document Editor allows users to create and edit documents more intuitively,...
- Updated
Addition of links to templates
Meddbase offers within its Template section the ability to add links to the template you are creating. This can be do...
- Updated
Creating a Template in MS Word
Meddbase allows users to create Microsoft Word Documents from pre-defined templates meaning information from the pati...
- Updated
Creating a label template
From the Start Page, click the Templates tile. First, make sure you have a folder within the System templates folder ...
- Updated
Admin > Configuration > Email
What is the context? Meddbase System Administrators/Superusers with access to the Admin section of the Start Page ...
- Updated
Setting Margins & Page Preferences for Template Documents
What is the purpose of the article? This article outlines the steps necessary to adjust margins and page width, heig...
- Updated
Stylesets
THE NEW DOCUMENT EDITOR + STYLESETS What is the new Document Editor? The new Document Editor allows users to create ...
- Updated
Installing and setting up the Document Manager
What is the context? As well as allowing you to open and save files, the document manager also encrypts files stored...
- Updated
How to re-associate a .meddbase file type with the Document Manager Program
What is the context and purpose of this article? There can be issues related to downloaded Meddbase files that are o...
- Updated