After a practice manager does the necessary configuration, you can receive a client's in-person signature in a document.

1. Select Clinical.
   
2. Find and select the applicable clinical record.
3. Select Create Document.
   
   ezyVet shows a Create Document dialog box.
4. In the Choose a template. box, select the applicable document template.
   
5. Select Edit.
   
   ezyVet shows the content of the document template in a new tab.
6. If necessary, make changes to the content (for example, word changes and formatting changes).
7. Select Save.
   
8. If the document has items that the client must select (for example, checkboxes), use presenting mode.
   
   Note: After the client makes their selection, select Exit Presenting Mode:
   
   
9. Select In-Person Signature.
   
   ezyVet shows a Sign Document dialog box.
10. Tell the client to enter their signature.
    
11. Select Save & Sign.
    
    ezyVet shows a confirmation message:
    
    

ezyVet shows the completed document: