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Configure a document template to use remote signatures

Before staff members can use remote signatures, a practice manager must configure the applicable document templates.

Make sure that your site has an applicable document template with the necessary content.
To configure a document template to use remote signatures, do this procedure.
Note: This procedure uses a financial estimate as an example document template.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Templates.
    The Templates setting in the settings list
  3. Select Document Templates.
    The Document Templates setting
    ezyVet shows the configured document templates of your site.
  4. Find and select the applicable document template.
    ezyVet shows the settings of the document template.
    Tip: Before you continue, you can change the name of the template or make a copy of the template that has a different name. A different name can help staff to find document templates that use a remote signature configuration. For example, you can enter the name Financial - Estimate (remote signature).
  5. Select Use remote signatures.
    The Use remote signatures setting
  6. In the Number of signatures (3 Max) box, enter the maximum number of remote signatures of the document template.
    The Number of signatures (3 Max) box
  7. In the document template content, enter the #WEBFORM-SIGNATURE# template variable the applicable number of times.
    The #WEBFORM-SIGNATURE# template variable
    Note: You can enter the #WEBFORM-SIGNATURE# template variable the number of times that you entered in step 6.
    Tip: You can put the #WEBFORM-SIGNATURE# template variables in a different location of the document template content.
    Note: Do not use text formatting with the #WEBFORM-SIGNATURE# template variable. (For example, do not use bold or italic formatting.)
  8. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has a document template that can use a remote signature. Make sure that you also configure an email template or an SMS template that has the necessary setting for a remote signature.