Send a document for a client's remote signature (email method)
Before a client can enter a signature in a document that uses a remote signature, you must send the document to them.
- Make sure that your site has the remote signature feature and related templates configured correctly
- Make sure that the applicable document template is prepared and has the correct
informationNote: This procedure is not applicable to estimates. Estimates use a different procedure for remote signatures.
Note: This
procedure uses a clinical record and a consent form as an example. But you can use
the same general steps for many other types of documents.
- Select Clinical.The left sidebar shows clinical records of your ezyVet site.
- Select Create Document.ezyVet shows a Create Document dialog box.
- In the Choose a template. box, select the applicable document template.
- Select Edit.ezyVet shows the content of the document template in a new tab.
- Select Save.
- Select the arrow that is adjacent to Send For Signature, then select Send an email.ezyVet shows a New Communication dialog box.
- In the Destinations box, enter the client's email address.
- In the Email Template box, select the applicable email template that ezyVet uses to send the document.
- Select Send.ezyVet shows a confirmation message: