After a practice manager makes a document template, staff can select it when they want to make or print documents (for example, for invoices, certificates, and clinical summaries).

1. Select Admin.
   
2. In the settings list, select Settings.
   
3. In the settings list, select Templates.
   
4. Select Document Templates.
   
   ezyVet shows a New Template screen.
5. In the Name box, enter a name for the template.
   Tip: Enter a name that makes it easy for staff to identify when and where to use the template.
6. Select or clear Use New Templating Engine as necessary.
   Note: If you want to use template variables of the Twig template system, select Use New Templating Engine.

   If you want to use template variables of the classic template system, clear Use New Templating Engine.

   Note: You cannot use template variables of the Twig template system and the classic template system in the same template.
7. In the Template Group box, select a group that identifies the template type.
   For an document template for invoices, set Template Group to Invoice. Or for a document template for a boarding consent form, set Template Group to Consent Form.
8. In the HTML box of the template editor, enter the template content that you want.
   
9. Make other template settings as necessary (for example, set the page margins or the page orientation).
10. Select Save & Preview.
    
    ezyVet shows a confirmation message and also shows a pop-up window with a PDF preview of the document template.