About remote signatures
Use ezyVet's remote signature feature to quickly and easily configure electronic signatures for many different types of documents. After you configure a document's source template to use a remote signature, you can send the document in an email or SMS message to a client. When the client receives the document, they can open it in their web browser and enter their electronic signature. Thus, it is not necessary for the client to physically go to your organization to enter their signature.
- ezyVet sends you a memo
- ezyVet automatically saves the completed document as an attachment in the applicable record
- Makes an estimate
- Sends the estimate in an email to the client
When the client receives the email and opens the estimate, they enter their electronic signature. The staff member receives a memo that tells them the client entered a signature. And ezyVet automatically puts a copy of the signed document in the Attachments section of the applicable ezyVet record.
Remote signatures and estimates
The procedure to send an estimate to a client for a remote signature is different to the procedure to send other documents for a remote signature. If you want to send an estimate for a remote signature, make sure that you use the different procedure.