Quick Guide

This guide shows how to manage recipients of documents created via Document Creation.

1. In the New Letter window, select an option in the primary recipient drop-down menu.

1. The primary recipient is highlighted in yellow.
2. Additional recipients are highlighted in blue.
3. Drag and drop to change the primary recipient.

1. Click the Add Recipients button.
2. Locate the required recipient and click Add. This area is divided into tabbed sections for ease of use:
   • Last letter
   • Favourites
   • Internal people
   • Internal referrals
   • External contacts
3. Recipients can be favourited using the star icon.
4. If the required recipient cannot be found, use the Create New Recipient button.
5. There are also buttons for adding the Patient or Patient’s GP.