Setup & Configuration

Articles related to the setup and configuration of document templates

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...

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By Greg Pietras
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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...

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By Sam Wood
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Templates & Documents - An overview

What is the purpose and context? This article: Provides you with an overview of the process of creating templates ...

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By Kacper Gladys
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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...

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By Armon Lotfi
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Document Editor

What is the new Document Editor? The new Document Editor allows users to create and edit documents more intuitively,...

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By Ryan
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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...

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By Danielle Bailey
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Creating a Template in MS Word

Meddbase allows users to create Microsoft Word Documents from pre-defined templates meaning information from the pati...

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By Ryan
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Creating a label template

From the Start Page, click the Templates tile. First, make sure you have a folder within the System templates folder ...

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By James
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Email settings

Please note that when not using the default settings, the SMTP configuration must be updated to the SMTP server for t...

Article author
By James
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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...

Article author
By Armon Lotfi
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Stylesets

THE NEW DOCUMENT EDITOR + STYLESETS  What is the new Document Editor? The new Document Editor allows users to create ...

Article author
By Kacper Gladys
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Document Download Configuration

This article aims to be a guide to the Downloading options available to all users within Meddbase and to assist with ...

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By Colin Rixom
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Per-user Document Manager/WebDAV

Meddbase now has the option to configure document download options per-user or per-browser. This is particularly usef...

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By Ryan
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Installing the Document Manager

What is the context? As well as allowing you to open and save files, the document manager also encrypts files stored...

Article author
By Ioannis Dialetis
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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...

Article author
By Angus Parrett
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