Presentation Manager 2

Presentation Manager 2 builds upon the success of Presentation Manager with new features to help you create letters for your patients.

Templates made easy

Rename documents from the template screen
Simplified layout, helping you find what you need
QR codes, are now available
Drag and drop merge fields in place

Find out more about creating templates in our Presentation Manager 2: creating and editing templates help article.

Simplified document control

Merge fields preview patient details before you add them
Search merge fields to find the one you need using the new search option
No more pop-out windows, Presentation Manager 2 works within Word

Find out more about creating documents in our Presentation Manager 2: creating and editing documents help article.

Printing, posting and emailing documents

Save time by emailing documents from the template window
Save straight to PDF

Find out more about printing, posting and emailing with Presentation Manager 2 in our Presentation Manager 2: printing, posting and emailing documents help article.

Backwards compatibility

All Presentation Manager and Presentation Manager 2 templates and documents are compatible with all versions of Presentation Manager, helping to reduce any impact to your practice.

Note: Newer versions of Microsoft Word may still function using the original version of Presentation Manager due to Presentation Manager 2 requiring Microsoft Word functionality only available on newer versions.

If you wish to use Presentation Manager 2, ensure your system is running a recent and up to date version of Microsoft Word.

Microsoft Office Updates

With the launch of Presentation Manager 2, any Microsoft Office updates that have previously been paused may now be resumed. To resume these please follow the steps below or contact your IT support.

Navigate to Windows Update via Start - Settings - Update and security.
Select Advanced options.
Choose the option you require ensuring to tick Give me updates for other Microsoft products when I update Windows to ensure you receive Microsoft Office updates.

Note: These instructions are using the official Microsoft Support guidance, please contact your IT support if you require further assistance enabling these updates.

Operating system and Office compatibility

Presentation Manager 2 has been tested on a number of operating systems and Microsoft Office versions. Please find the list of compatible systems below.

Operating System	Office versions
Windows 11	Office 2010 upwards
Windows 10	Office 2010 upwards
Windows 8.1	Office 2010 upwards

The following Operating Systems do not support Presentation Manager 2 (they are also not supported by Microsoft support).

Operating System

Windows 7

Windows 8

all systems prior to those listed

Office versions

Office 2007

any version prior to those listed