Copying Document Templates

Users can copy a shared template into their personal templates. Clinical Coordinators can copy personal templates into the shared templates also. In addition, you can also copy a template and paste it elsewhere in the same personal or shared tree (hierarchy).

Instructions for copying templates within a tree

To copy a shared template into personal, use these steps:

1. Select the Notes, Consults, or D/C Summ tab.

2. Select Options | Edit Template...s

-or-

If the Templates drawer (Notes tab) is open, right-click in the drawer, and select Edit Templates.

3. Expand the personal template tree to show find where you will paste the shared template.

a. Click the plus sign next to an item to see the objects under it.

b. Continue until you find the right location.

c. Select the template under which you want the shared template.

4. Find the shared template you want to copy.

a. In the shared templates, click the plus sign next to items to see the objects under them.

b. Select the template you want to copy.

5. Select the arrow button between the trees, double-click the shared template, or drag-and-drop the shared template to the chosen location.

Note: At this point, the template is still a shared template. Changes to the original shared template will appear in your version also, which may be desirable. But if you change your version in any way, it becomes a personal template, the icon will have a folded corner and changes to the original will not affect your version.

6. To save the template, select Apply. To save and exit the editor, select OK.