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Word templates in Visualcare let you upload customised Microsoft Word documents that automatically populate with data from VCore. These templates are commonly used for agreements, client profiles, worker profiles, transport runs, quotes, HCP quotes, and HCP statements. Navigate to Maintenance → Documents to manage your Word templates and uploaded files. Documents page

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Uploading a Word template

To upload a file or add a URL, select the relevant option from the documents page. Common Word template types include:
  • Agreement
  • Client or worker profile
  • Transport run
  • Quotes and HCP quotes
  • HCP statements
Once uploaded, click Manage to set the template type as needed. Manage document settings

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Template settings

When managing a document, you can configure the following options: Lock document setting

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Word export tags

Word export tags allow you to insert placeholders into your Word document that automatically fill with data when exported from VCore. These tags pull information from completed forms and profile data.
Field definitions in form templates contain word export tags that export information from a completed form into a Word document.

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Available funds tags

The “Available Funds” concept is called Unallocated Package in Visualcare. Use the following export tags in the Summary Section of your Word export template to display available funds data:
Two similar-sounding values are easy to confuse: Unspent Funds is the HCA balance - the opening balance at the start of the quote - while Unallocated Package is the available funds at the end of the quote period, after all charges and costs are applied.

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Document categories

If the setting User Must Select Document Category When Uploading is enabled (in Settings → General), you need to select a document category before uploading a file to the documents page or to a client/worker profile.
Users will only have access to documents for which they are granted permission. Document permissions are managed under Maintenance → Categories → Document Categories.

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Running into issues?

See General troubleshooting for common errors and fixes.

Organisation document storage

Store and manage documents at the organisation level

Form builder

How form templates are built and configured

Form templates

Manage template visibility and role access