ezyVet template types
It is important to know the different template types that ezyVet has and what to use them for.
This table gives each template type and its function:
| Template type | Function | Documentation |
|---|---|---|
| Document template | Use 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. | About document templates |
| Email template | Use to control the content and formatting shown email messages that you send from ezyVet. | Email template configuration |
| Label template | Use to control the content and formatting shown in labels that you print from ezyVet. | About label templates |
| SMS template | Use to control the content and formatting shown in SMS messages that you send from ezyVet. | SMS templates |
| Postcard template | Use to control the content and formatting shown on postcards. | Postcard template configuration |
| Header template and footer template | Use header templates to control the content and formatting that
shows in the header of a document template. Use footer templates to control the content and formatting that shows in the footer of a document template. |
|
| Clinical template | A clinical template is a type of ezyVet template that you can use to quickly and easily record clinical information. | About clinical templates |
| Phone template | When you use a phone call to speak with a client, you can use a phone communication to write the information. A phone communication is a text record of what the client tells you. You can use a phone template with the phone communication to make sure that staff write the information with good quality. | Make a phone template |
| In-person template | When a client is at your organization and speaks to you, you can use an in-person communication to write the information. An in-person communication is a text record of what the client tells you. You can use an in-person template with the in-person communication to make sure that staff write the information with good quality. | |
| Background template | Use to control the graphical content shown in the background of a document template. | |
| Sales template | A sales template is a financial template that has a set of line items. Each line item has a product and related information (for example, price, discount, and quantity). You can use a sales template to make invoices, estimates, and customer orders. | About sales templates |