How to Create Letter?

Select Create tab in the actions menu, which leads to the Add Letter Page. Select & Enter all the necessary data in the Add Letter page. When all the required data are entered, Click Save to create a new Letter. The newly created Letter is listed in the Letter page.

How to Edit Letter Document?

Search & Select the required Letter, double click on the selection, which will open the letter document as Word or HTML editable file. You can edit the letter and Save, which will get updated in iMedDoc.

How to Edit Letter Description?

Search and Select the Letter, which need to be edited. Select Edit tab in the actions menu, which leads to the Edit Letter page. Change the required fields in the Edit Letter page, and Click Save to update the changes.

How to Delete Letter?

Search and Select the Letter, which need to be deleted. Select Delete tab in the actions menu, which leads to the Delete Letter confirmation page. Click Delete, which deletes the selected Letter.

How to Change Letter Status?

Search and Select the Letter, for which status need to be updated. Select Status tab in the actions menu drop down, which leads to the Print Tray page. Select the current status of the letter and Click Save, which will be updated in the Print Tray module.

How to Create Duplicate Letter?

Search and Select the Letter, which need to be duplicated. Select Duplicate tab in the actions menu drop down, which leads to the Add Letter page with all the fields filled as in its original. Change the required data and Select Save, to add the created Letter

How to Send Email?

Search and Select the Letter, which need to be sent by Mail. Select Mail tab in the actions menu drop down, which leads to the Mail Compose page. Select add button, to create a mail favourite in the Add Mail Favourite page or Select from the already available Mail Favourites created in the Settings Module.

Enter all the data and Select Send tab, to send the selected Letter by mail. When the Mail is sent, a tick mark will appear in the Letter page.

How to View Log details?

To view the log details, Click the Log button, against the required letter, which opens the Letter Previous Log page, where you can view the log details of the selected file. The logs are dispayed only for the Word templates.