Chapter 16. Documents and mailing labels
The Documents menu in HandiRegister 2015 enables you to generate letters and documents.
You can create documents in a number of different ways.
The menu commands available from the Documents menu depend on how your HandiSoft programs have been set up. The Practice Manager program includes the Document Manger module, which provides a comprehensive document management facility for your practice. In
Practice Manager – Contact, you can either enable (turn on) or disable (turn off) the Document
Manager. This affects the menu commands that are available from the HandiRegister 2015
Documents menu:
Where Practice Manager - Document Manager is disabled, the Documents menu in
HandiRegister 2015 allows you to create documents using the following two methods.
Method 1 - HandiSoft Document Editor
The HandiSoft Document Editor is a simple text editor, which allows you to create basic letters and documents. This Document Editor allows you to insert information from
HandiRegister 2015's data files into the document, allowing a 'Mail Merge'.
Method 2 - Microsoft Word™
HandiRegister 2015 is able to interface with Microsoft Word. This facility provides access to all the features of Microsoft Word™, such as tables and graphics, while still giving you the ability to insert fields from the HandiRegister 2015 data files into the documents, allowing a
'Mail Merge'.
Where your practice has enabled the Document Manager, the Documents menu in
HandiRegister 2015 allows you to create documents using the Practice Manager –
Document Manager program module. This is discussed in more detail below.
HandiRegister 2015 also allows you to print mailing labels from the Client database. You can print mailing labels for the selected client, for tagged clients, or for clients who match specified
conditions.
Tip: To print documents or mailing labels for tagged clients, you must tag the clients in the Client database , and not the Companies database. For information on tagging clients,
please refer to Chapter 4, "Client database".
Document Editor
Note: If you have the HandiSoft Practice Manager – Contact program installed with the
Document Manager enabled, you will not be able to use the Document Editor in HandiRegister
2015. Press F10 to open the Document Manager instead.
With the Document Editor, you can create documents that incorporate basic formatting
(underline, italic and bold), and you can mail merge information into the document from the
Client database.
To create a document into which you can mail merge information from the Client database, you must create a form letter. The form letter will contain Field Codes, indicating the information to be inserted from the Client Database.
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