Q: How do I create a new Document Design in Document Designer?

A: To begin creating a new Document Design, the Document Designer window will need to be opened (Tools > Document Designer).

New Document Design

Click on File > Create New Design. Give the new Document Design a name.

Copy of

Choose to use a blank document to start from scratch or if you wish to start with a copy of an existing document design:

  1. Choose Copy of
  2. Select the document design that you wish to copy
  3. Click OK

The new Document Design will display. A user can then edit/create the document by using data command items, entering text, macros, or images for clinic logos.