The following instructions explains how to edit, print and email a saved document template. Please see further information on how to locate the Ardens Document Templates - Ardens National Document Templates and Ardens Referral Document Templates.


With a patient selected, click on the Documents page of the patient care record. This will display all document templates for the patient.



Editing a Document

Right click on the relevant document and select Edit.


The document will be retrieved, make any relevant changes to the document. 


Click on File > Save and Close once complete. 


Please note - any document templates that includes free text fields or tick boxes, will apply a restriction by default. This means you are unable to add any additional information outside of these areas. 



To work around this, click on the Review tab at the top of the screen and select the Restrict Editing option on the ribbon:



Click on the Stop Protection option on the Restrict pane:



This will now enable you to add information outside of the boxes. 


Please note - once the information is saved, this will reapply the restriction. 


Print a Document

Double click on the relevant document to open.


At the bottom right of the View Documents screen, click on the Print All option:



Email a Document

Double click on the relevant document to open.


If you are using Microsoft Outlook, click on the Send > via Email option to attach the document to an outlook email.


If you are not using Microsoft Outlook, click on the Export button to save the document to a secure location. This can then picked up as an attachment for your email.



If you require any further assistance on the process above, please contact Ardens support on: support-emis@ardens.org.uk