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    ezyVet

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      Electronic signatures

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        Remote signatures

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          Remote signature configuration

          • Template settings for remote signatures

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Remote signature configuration

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Template settings for remote signatures

To correctly use remote signatures, a practice manager must make the necessary template configuration. They must configure a document template. And they must also configure an email template or a SMS template.

Document template settings for remote signatures

An ezyVet document template has a Use remote signatures setting. If you select Use remote signatures, you can add a maximum of three #WEBFORM-SIGNATURE# template variables to the template. A client can enter one electronic signature for each time that you enter the template variable.
Figure 1. The Use remote signatures setting of a document template

The Use remote signature setting of a document template
Note: When you select Use remote signatures, ezyVet does not automatically add the #WEBFORM-SIGNATURE# template variables to the template. You must manually add the template variables.

Email template or SMS template settings for remote signatures

An ezyVet email template or SMS template has a Use remote signature setting. If you set Use remote signature to YES, ezyVet automatically adds the #REMOTE-SIGNATURE-LINK# template variable to the template. The #REMOTE-SIGNATURE-LINK# template variable shows the remote signature link to the client that they select to open the document.
Figure 2. The Use remote signature setting of an email template

The Use remote signature setting of an email template
Figure 3. A remote signature link in an ezyVet email

A remote signature link in an ezyVet email
Parent topic: Remote signature configuration
Related concepts
  • Template variables for remote signatures
  • The expired period of remote signature links
Related tasks
  • Configure a document template to use remote signatures
  • Configure an email template to use remote signatures
  • Configure the expired period of remote signature links
ezyVet
Practice manager

Last updated: April 16, 2024

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Related Articles:

  • Remote signature configuration
  • Template variables for remote signatures
  • The expired period of remote signature links
  • Configure a document template to use remote signatures
  • Configure an email template to use remote signatures
  • Configure the expired period of remote signature links

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