Static document templates

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Development Project Status: Under Discussion

Due date for completion of this stage: 
Project funding: 

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Project description: 

In order to link PDF product handout sheets to invoice items, they must currently be manually converted to a Word or Writer document, and saved as a template.

To remove the need for this, this project will enable templates to have static content such as PDFs or images.
These may be used to create Patient Attachment and Patient Image records during invoicing, with the associated content.

E.g., to enable printing off a Vaccination handout associated with a product:

1. a Document Template would be created, with:

  • Type set to Patient Attachment
  • a PDF uploaded to the Content

2. the template would be linked to the product, via the Documents tab

When the product is invoiced, a corresponding Patient Attachment record will be created for the patient, with the PDF as the Attachment. As this is a PDF, it cannot be printed directly, but must be downloaded and printed locally.


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