Any stationery used within your practice can be set up within FYI and used when creating Word documents. For an overview of how Word Stationery is used, refer to Setting up Document Templates and Stationery.
Word Stationery is created and edited in the same way as a Word Template, except for the following:
- In the Filing section of the drawer, checkmark that the Template is Stationery.
- Word Stationery does not have AutoFile Defaults.
- The Stationery needs to include a "Body" bookmark in the content of the Word document. When creating a Word Document in FYI and a Template is selected as well as the Stationery, the bookmark indicates where to include the text and any merge fields from the Template.
Important Note: If the Stationery does not include the Body bookmark, when used with a template any of the information in the Stationery will not come through to the Word document.
This article contains the following sections:
In the same way as Templates, Stationery can only be set up and maintained by an FYI Admin, or a user in a User Group that has Permissions enabled for Templates (refer to Managing User Groups). Merge Fields can be used in Stationery in the same way as those used for Templates (refer to Including Merge Fields in Word Templates and Stationery).
When setting up Stationery, it is important to decide where to add any text and Merge Fields such as the salutation (such as "Dear" or "Hi" and a Merge Field for the client name) and the sign off (such as "Yours sincerely" or "Regards" and a Merge Field for the Owner - the creator of the document). If these have also been included in your Templates, it will include these twice when using both the Stationery and a Template to create the document. It is important that this is set up consistently for all your Stationery and Templates.
Click here to download the FYI Merge Fields.docx for a list of Merge Fields that you can copy and paste into your Templates and Stationery (or download the file from the bottom of this article).
Note: If you are using Chrome as your browser, the link may not automatically download the document. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.
You can select the view "Stationery" to display just Word Stationery in the Templates list. You could also add a Keyword such as "Stationery" so these standout in the "All" or "Active" views.
Note: When you create a new Word stationery, by the default the Status is set to "Draft". If you have the "Active" view selected, the newly created Draft template will not be shown. Before creating a new Word stationery template, it is recommended to change the selected view to "All" so it includes the Draft templates.
- Create the Word Template, either directly in the Knowledge - Templates list
By dragging and dropping an existing Word document on to the Knowledge - Templates list.
Refer to Creating Templates for Word, Spreadsheet or Presentation.
- In the Filing section in the drawer, checkmark Stationery.
- Default Delivery Status is displayed when the template is set as Stationery and this is set by default as "Sent".
A Word document created with a Stationery with the Default Delivery Status of "Sent", automatically sets the Delivery Status of the document as "Sent" and sets the Sent On date as the current date and time.
The Default Delivery Status can be set as "Sent", "Draft", "Received" or "None". If this is set as "Draft" in the Stationery, Word documents created with the Stationery show the "Draft" icon in documents lists.
The Delivery Status of a document can be changed with the Delivery button in documents lists. Refer to Mail Register - Updating the Document Delivery Status as Sent or Received.
The Stationery indicator can be checkmarked when the Template is created or it can be edited after.
Make sure the name of the Stationery clearly describes when it would be used. For example, if you have two divisions in your practice and have separate letterhead for each, add the division name to the Stationery name.
Adding a "Body" Bookmark to Include Text from a Template
If users will be creating Word documents where both an FYI Stationery and an FYI Template is selected, the Stationery must include a Word bookmark to indicate where to include the text and any merge codes from the Template.
The bookmark in the Stationery must have the name Body and this needs to be inserted in the Word document that is added to the FYI Stationery. If the Stationery does not include the bookmark, or if the bookmark is named anything other than "Body", any text from an FYI Template will not be included.
Note: The Stationery can be used without a Template, and when this is the case, the bookmark has no effect. It is therefore recommended to add the Bookmark to all Stationery.
Important Note: Adding the Body Bookmark to a Word Stationery must be done using the desktop version of Word. This functionality is not available in the online version of Word.
- When adding the Stationery content, position the cursor in the location where you want the text from an FYI Template to be included when this Stationery is used. This would commonly be below the letterhead, address and salutation and above the sign-off. The Bookmark is added without any other text being selected.
If you are copying the content from a pre-prepared document, this must be done using the desktop version of Word.
- Add a Bookmark with the name "Body".
To do this, from the Word menu, select Insert. In the Links section on the menu, select Bookmark.
Enter the Bookmark name as "Body".
The bookmark shows in Word as a vertical bar.