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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.

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.
  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