home

Browse documentation

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

About document templates

Use an ezyVet document template to quickly and easily make many related types of documents. Each document that you use a document template to make has good formatting that is the same as other documents that use the template.

If you use a document template, it is not necessary to manually make and format each document. Most of the initial content and formatting of each document is in the document template.
The function of an ezyVet document template

You can manually change the content and formatting of a document that uses a document template as its source. If it is necessary to change the initial content and formatting of many new documents, you can make a different template that has the changes.

Document templates of a new site

A new ezyVet site has more than 90 document templates. The document templates include include:
  • Certificates
  • Clinical summaries
  • Invoices
  • Handouts
  • Boarding consent forms
Figure 1. Some of ezyVet's document templates

Some of ezyVet's standard document templates

If you are a new ezyVet customer, you can use the document templates of your site to easily start to make documents for your clients. You can also use the document templates as an initial source to make different document templates for your organization. Thus, It is not necessary to manually make a document template from a fully empty template each time.

Callisto Vets must make a special type of microchip certificate for patients. A practice manager does a search for a document template with content that is applicable to microchips. They find the Certificate - Microchip document template. It has almost all of the necessary content for the special microchip certificate.
Then. the practice manager:
  1. Makes a copy of the Certificate - Microchip template
  2. Makes the necessary content and formatting changes in the copy of the template
  3. Saves the copy of the template with the name Callisto Vets - special microchip certificate

Staff use the Callisto Vets - special microchip certificate template to easily make the special microchip certificates for patients.

Document templates and template variables

A template variable is a temporary location for a value that shows in an ezyVet document. You can use a template variable to easily and automatically put information from your ezyVet site in a document.