Add a Letter Template

Customize an existing letter template or create your own from scratch!

Customize an Existing Template:

1. Go to Tops Ortho > Practice Setup > Letters/Forms > Letters.
2. Click on the template you wish to customize and click Duplicate Template.
3. An editing window will display. Give your template a unique name and click Edit Layout...
4. Remove any text/images you do not wish to use.
5. Add text and images to your liking.
6. When you are happy with your template, go to File > Save.
7. Duplicating an existing template will not change the original template; you are merely making a copy. Locked letter templates cannot be edited.

Create a Template from Scratch:

1. Go to Tops Ortho > Practice Setup > Letters/Forms > Letters.
2. Click the + icon.
3. An editing window will display. Give your template a unique name and click Edit Layout...
4. Select the text box tool, which looks like a scripted A, and draw a text box.
5. Add text and images to your liking. See the related articles below for tips and tricks!

Create a Custom Letter Template

Build Letter Templates with Dynamic Data and Signatures

Use Placeholders in Letter Templates

Align and Resize Boxes in Seconds

Use the Inspector Tool to Control Page Behavior in Letters

Find and Show the Ruler in Letter Templates

Add Pages and Control Content Flow in Letter Templates

Align and Resize Boxes in Seconds

Apply Font Styles using the Ruler