{"id":56374,"date":"2023-04-19T12:41:08","date_gmt":"2023-04-19T11:41:08","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=56374"},"modified":"2024-07-30T12:54:35","modified_gmt":"2024-07-30T11:54:35","slug":"edit-a-standard-document-app","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/edit-a-standard-document-app\/","title":{"rendered":"Edit a Standard Document Template (App)"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Case Management Supervisors<\/strong> and <strong>System Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will show you how to edit a standard document template on the case management app<\/h2>\n\n\n\n<p class=\"has-text-align-left is-style-warning wp-block-paragraph\"><strong>You MUST be on the supervisor access template to see the supervisor options within the case management app<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To edit a Standard Document or precedent letter in your system, follow the steps below. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Navigate to Supervisor&gt; Standard Documents. Using the search filter on the right locate the document you wish to edit. Right click on the document and select fields:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Please note the edit button here is simply for editing the metadata of the file not the document itself.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"452\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/04\/image-104-1024x452.png\" alt=\"\" class=\"wp-image-56377\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-104-1024x452.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-104-300x132.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-104-768x339.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-104.png 1079w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Should you wish to add additional merge fields into the letter, you will need to locate these. You will need to select one of the options in the drop down box to locate the relevant table and then link the fields below using the checkboxes and clicking save<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"458\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/04\/image-105-1024x458.png\" alt=\"\" class=\"wp-image-56378\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-105-1024x458.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-105-300x134.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-105-768x343.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/04\/image-105.png 1065w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Should you wish to simply amend the document then select Design Document, at this point the document will open within Microsoft Word and allow you to make your amendments.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once happy with your amendments, close the Word document and the save prompt will appear for you to save your changes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This guide will show you how to edit a standard document template on the case management app You MUST be on the supervisor access template to see the supervisor options within the case management app. To edit a Standard Document or precedent letter in your system, follow the steps below. Navigate to Supervisor&gt; Standard Documents. [&hellip;]<\/p>\n","protected":false},"author":18,"featured_media":0,"template":"","categories":[235],"tags":[],"class_list":["post-56374","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-supervisor-case-management-setup-app"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Edit a Standard Document Template (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will show you how to edit a standard document template on the case management app\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/edit-a-standard-document-app\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Edit a Standard Document Template (App) - Osprey Approach Customer Support &amp; 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