Sending a letter template
Setup > Letters > Letter Template Entry
1. Select the letter template to be shared.
2. Click the save icon (shown above)
3. Save the document on the computer.
4. Email as an attachment to recipient.
1. Setup > Letters > Letter Template Entry
2. Create a new letter
3. Name: One:CarePath Care Plan
4.
Assign
the letter type.
5. Click the yellow folder icon (shown above).
6. Locate the document saved on the computer
7. Click Open – The letter template should appear in the letter body