Accurx Desktop: Templates FAQ

Yes, you can attach a file to a template. You can attach 1 file and the max size it can be is 3MB. Files accepted: pdf, docx, doc, rtf, jpeg, jpg, png, tiff, tiff2, tif.
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Please note that you are not able to send both a Self-book link and attachment in the same patient message. As a result the template created with an attachment cannot be used alongside a Self-book link.

Yes, you can share your personal templates with your organisation. You can do this by using the Copy to workspace button next to the template.

At the moment, it's not possible to share templates with other organisations. However, we may support this in the future.

In the meantime, we've seen other workspaces pre-write the templates or copy the content to a Word/shared doc and share them with other workspaces, then ask someone at each workspace to copy/paste the text into the template maker.

At the moment, it's not possible to add a booking link to a template, but this is something we are exploring!

You can easily hide a template from being used by using the toggles for Batch and Individual next to the template. If the toggles are switched off, then the template will no longer be visible to users.

It isn't possible to hide templates where the intended recipient is a healthcare provider.

It's not possible to add a hyperlink to a word in a template. This is due to restrictions using SMS messaging. You would need to paste the link you want to include in the template.