Navigation: Practice Management >> Settings >> Document Template >> New Template

Please click here to view a video showing you how to add a header


Help/Guide


Please click new template then select whether you would like a letter of engagement or proposal letter from the dropdown box and click continue.


A template letter will appear. You can customise this by typing in new information or pasting a picture.


To add a header:


Please copy the header/footer from Microsoft word or pdf or a website


Paste the item copied by using Ctrl V 


This will then appear in the letter of engagement/proposal letter.