How to Set Up Document Designs

Setting Up Document Designs

Document designs control the visual presentation of your generated documents -- headers, footers, logos, and page layout. A design wraps around your document content when it is rendered to PDF.

How to Get There

Document designs live in the Configuration workspace, not the main clinical app — so you switch workspace first, then open the page.

1. At the very top of the left sidebar, click the workspace switcher (the button showing where you are now, e.g. "Home"). You can also press Ctrl / ⌘ + ., or simply press 4.
2. Choose Configuration.
3. In the Configuration sidebar, find the Documents group and click Design (the paintbrush icon).

That opens the Document Designs page (its web address ends in /app/document-design).

Note: You need Settings access to see this — the Settings: view or Settings: manage permission. If the Documents group is not in your Configuration sidebar, ask whoever manages your practice's user roles to give you Settings access.

What a Design Controls

• Header -- logo, practice name, address, contact details
• Footer -- registration numbers, disclaimers, page numbers
• Margins and spacing -- page layout
• Fonts and colours -- typography and branding

Creating a Design

1. Open the Document Designs page (see How to Get There above)
2. Create a new design
3. Configure the header, footer, and layout
4. Save the design

Applying a Design

Designs can be set as the default for all documents, or selected per-document when generating output. Set a default design so every letter automatically uses your practice branding.

Tip: Create a single well-designed default with your practice branding. Every document will then have a consistent, professional appearance.