Index of existing Templates

The following table provides a listing of the common mail merge templates by record that are available within Brevity. These templates list only the standard fields that are configured into the forms that comprise the brevity product used by the organisation.

`Record`	`Mail Merge document name`

`Record`	`Mail Merge document name`
`Quote`	`lead.docx and leadservices.docx`
`Client`	`client.docx`
`Client Plan Review`	`planreview.docx`
`Client Medical History`	`medicalhistory.docx`
`Client Incident`	`incident.docx`
`Client Service Schedule`	`serviceschedule.docx`
`Client About Me`	`clientprofile.docx`
`Client Funding`	`clientfunding.docx`
`Service Templates`	`servicescheduletemplate.docx`
`Service Provider`	`account.docx`
`Client Group`	`clientgroup.docx`
`SIL Service Templates`	`servicescheduletemplatesil.docx`
`Service Schedule Client`	`servicescheduleclient.docx`
`Client Invoice batches and Funding Claims`	`invoicebatch.docx`
`Client Invoice`	`invoice.docx`
`Employee`	`user.docx`
`Employee Incident`	`incident.docx`
`Employee Available Shifts`	`serviceschedule.docx`
`Employee Appraisals`	`appraisal.docx`
`Employee Shifts`	`serviceschedule.docx`
`Employee Leave`	`leaveperiods.docx`
`Employee Staff Warning`	`staffwarning.docx`
`Availability`	`availability.docx`
`Employee Service Schedules`	`servicescheduleemployee.docx`
`Employee Timesheets`	`timesheet.docx`
`Employee Onboarding`	`onboarding.docx`
`Care Management Needs Assessment`	`needsassessment.docx`
`Care Management Support Coordination`	`supportcoordination.docx`
`Care Management service delivery`	`supportcoordinationservicedeilvery.docx`
`Care Management plan management`	`pmplan.docx`
`Care Management plan management invoice`	`pminvoice.docx`
`Administration - Language`	`language.docx`
`Administration - Qualification`	`Qualification.docx`
`Administration - Service Types`	`Servicetypes.docx`
`Administration - Price lists`	`Pricelists.docx`
`Administration - Expense Type`	`expensetype.docx`
`Administration - Public holidays`	`publicholiday.docx`
`Administration - pay rate loading`	`payrateloading.docx`
`Administration - goal`	`goal.docx`
`Administration - Employee position`	`employeeposition.docx`
`Administration - Cancellation Policy`	`cancellationpolicy.docx`
`Organisation`	`organisation.docx`
`Branch`	`branch.docx`