HOWTO: Customizing Document Templates

XrayVision (XV) provides dental professionals the ability to generate common documents (e.g. referrals, treatment plans, etc.) using Microsoft Word. Patient images can be sent to a Microsoft Word document by clicking on Tools > Documents then selecting a document template from the sub-menu.

The document templates provided out-of-the-box can be modified/customized or new ones can be created from scratch to suit a dental practices needs, however, familiarity with Microsoft Visual Basic Macro language is required. Certain bookmarks are required in document templates. Refer to the Required Bookmarks section below for details.

Modifying an Existing Document Template

1. Using Windows Explorer, navigate to the Apteryx install directory on the network and double-click on the /DocumentTemplates/ folder.

2. Document template files are protected from modification by a read-only attribute. To remove the this attribute from the document template to be modified:

1. Right-click on the document and select Properties from the pop-up menu.



2. In the Properties dialog box, click to uncheck/disable the Read-Only attribute and then click on the OK button to close the box.



3. Open the document in Microsoft Word to edit the template as desired.

Be sure not to delete any of the required bookmarks in the document. Bookmarks can be displayed in Microsoft Word by selecting the Bookmarks option from the Insert menu in Word.

Required Bookmarks

When creating or modifying document templates, make sure that the following bookmarks are included in the document.