V4/V5 - I want others to see the Letter Templates I have created

This article relates to version 4 of myPractice and version 5 of Bp Allied.

For others to use your Letter templates, the templates must be copied to the other users computer. Copy all the required Templates from your Templates folder to a USB drive or to a shared network folder, then copy them from that location to the other users Templates folder. By default the Templates folder is either be in your:

  • Documents\myPractice folder or
  • PublicShared Documents\myPractice folder

depending on whether myPractice was installed for 'All Users' or 'Just You'.

To find the location of the Letter Templates:

  1. Go to the SYSTEM tab
  2. Click on OPTIONS
  3. Click DOCUMENTS
  4. The LETTER TEMPLATE LOCATION field is displayed at the bottom of the screen  
Also, please see the article How do I create a letter template (version 4) in the myPractice help.

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