General steps to use template images
It is important to know the general steps to add images to templates correctly with template images.
This table gives information about each step and applicable documentation:
| Step | Task | Documentation |
|---|---|---|
| 1 | Prepare the applicable image file. Note: Before you use an image in a template image, make sure that the image has:
Because ezyVet does not have an image editor, use a dedicated image editing app to make the necessary changes. IDEXX customer support recommends that you use PNG or JPEG as the image file format. | Not applicable |
| 2 | A practice manager makes a template image that uses prepared image. | Make a template image |
| 3 | A practice manager makes sure that they know about methods to add template images to templates. | Methods to add template images to templates |
| 3 | A practice manager configures an applicable template to use the template image. As a result, templates that use the template image show the image in documents, emails, or labels. Note: Template images are not compatible with templates for remote signatures and remote consent forms. If you try to use a template image with templates for remote signatures or remote consent forms, the image will not show to clients. | Add an image to a document template |