Then, go back to Blueprint OMS, locate the template in the Setup > Templates menu, right-click on it, select Update template, and choose the file you had just saved as the new template. Then, make any desired changes to the file and save. Skip this step if you already have the file on your computer. To do this, locate the template in the Setup > Templates menu in Blueprint OMS, right-click on it, and Download copy. doc template in the Patient correspondence category, you must also specify whether template is for marketing use if it is, it will be offered in the Print menu in the marketing module.įirst, download the template so that you can make changes to it in Microsoft Word. Then, name the template, set the template category, and optionally set a description. Once there, use the Upload button to choose the document you want to upload as a template, or drag and drop it into the Blueprint OMS window. Go to Setup > Template > Forms or > Correspondence or > Invoices depending on the kind of template you're uploading. To make a checkbox checked by default, right-click the checkbox, select Properties, and then change the default value from Not checked to Checked. To insert a checkbox into a template, place your cursor where the checkbox should be inserted, and then go to Developer > Legacy Forms > Check Box Form Field. This enables checkboxes that work in Blueprint OMS. ![]() In Word, go to File > Options > Customize Ribbon > Choose commands from: Developer tab > Legacy Tools > Add > OK. ![]() ![]() However, nowadays many architects have opted not to add it in the title block. Scale and North Speaking from personal experience, this element is very important and has a dedicated block. For more information, see: Advanced options. Firm Identification Present at the top of the title block is the logo/name of the firm and the copyright information.
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