Nopali Help

Using Office Templates

To understand how templates work, you should first review the Office Files guide. Templates in Nopali allow you to create documents that merge with database information, a process commonly known as mail merging. Nopali uses Microsoft Word .docx files as document templates. To access available templates, click the Office Files toolbar item:

Office Files Toolbar Item

Accessing Template Files

Once the Office Files panel opens, navigate to the Nopali folder and then to the Templates folder:

Office Files Panel Showing 'Nopali' Folder

'Templates' Folder

The Templates folder contains subfolders, each corresponding to a specific area of the Nopali application. For example:

• The Patient folder contains templates for patient-related documents.
• The Invoice folder holds templates for billing-related documents.

Downloading Templates

Initially, these folders are empty. To download templates, click the action button and select Download Templates:

Action Button

The template browser will appear, allowing you to browse and download the templates you need:

Templates Download Browser

Editing Templates

If a template needs modification, press the Edit Item button in the file info panel:

'Document Language' and 'Edit Item' Buttons

Templates use MS Word Field Codes for merging data, usually enclosed in chevrons:

'Field Codes' in an MS Word Template

Important Editing Notes:

• You can copy, move, or delete field codes as needed.
• Changing fonts may affect merging compatibility, so test changes before use.
• Do not add new tables to templates that already contain tables—modifying existing ones is fine.

Once editing is complete, you can save the modified template back to Office Files using the Save Edit sheet:

'Save Edit' Sheet

Using Templates for Printing

Templates integrate with Nopali’s printing system. If no templates are found, the print button menu will include a Download Templates option. Once templates are downloaded, they will appear in the print menu.

Print Button