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Electronic signatures

Remote signatures

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Pilot features

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 ezyVet has an email template with the correct configuration for remote signatures (applicable to step 9 of this procedure)
Make sure that the applicable document template is prepared and has the correct information
Note: This procedure is not applicable to estimates. Estimates use a different procedure for remote signatures.

To send the document, do this procedure.

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.
Find and select the applicable clinical record.
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.
Make changes to the document content if necessary.
Select the arrow that is adjacent to Send For Signature, then select Send an Email.
ezyVet shows a New Email Communication dialog box.
Enter the client email address.
Select the applicable email template.
Make other settings and changes as necessary, then select Send.