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Boarding

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Receive an in-person signature for a boarding consent form

If a client is at your organization for a boarding booking, they can enter an electronic signature for a boarding consent form directly in ezyVet.

  • Make sure that your ezyVet site has a source document template for the boarding consent form
  • Make sure that the source document template is configured for in-person signatures
To receive an in-person signature, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Boarding.
    The Boarding tab
  3. Set View to Bookings.
    The View setting
  4. Right-click the applicable booking, then select Create Document.
    The Create Document command
    ezyVet shows a Create Document dialog box.
  5. In the Choose a template. box, select the applicable document template.
    The Choose a template. box
  6. Select Edit.
    The Edit button
    ezyVet shows the content of the document template in a new tab.
  7. If necessary, make changes to the content (for example, word changes and formatting changes).
  8. Select Save.
    The Save button
  9. If the document has items that the client must select (for example, checkboxes), use presenting mode.
    The Enter Presenting Mode button
    Note: After the client makes their selection, select Exit Presenting Mode:
    The Exit Presenting Mode button
  10. Select In-Person Signature.
    The In-Person Signature button
    ezyVet shows a Sign Document dialog box.
  11. Tell the client to enter their signature.
    The Sign Document dialog box
  12. Select Save & Sign.
    The Save & Sign button
    ezyVet shows a confirmation message:
    A confirmation message
ezyVet shows the completed boarding consent form:
The completed boarding consent form
Parent topic: Boarding
Related concepts
  • The Boarding dashboard tab
  • Boarding status icons
  • Steps to start and complete boarding
Related tasks
  • Make a boarding booking
  • Print a boarding label
  • Print a boarding consent form
Related information
  • Boarding system configuration
Procedure
ezyVet

Last updated: July 31, 2024

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Related Articles:

  • Boarding
  • The Boarding dashboard tab
  • Boarding status icons
  • Steps to start and complete boarding
  • Make a boarding booking
  • Print a boarding label
  • Print a boarding consent form
  • Boarding system configuration

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