New feature: Vello Postcards east Read more

home

Browse documentation

Browse documentationLearn new skillsDiscover resourcesSee all integrations
search
search
Browse documentationLearn new skillsDiscover resourcesSee all integrations

ezyVet Knowledge Center

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

search
thumbnail

Browse documentation

Browse documentation Contents

close
  • expand_more

    ezyVet

    • chevron_right

      Getting started

    • chevron_right

      Clients

    • chevron_right

      Patients

    • chevron_right

      Appointments

    • chevron_right

      Products

    • chevron_right

      Veterinary care

    • chevron_right

      Invoicing

    • chevron_right

      Payments

    • chevron_right

      Refunds

    • chevron_right

      Financial controls

    • chevron_right

      Xero

    • chevron_right

      Insurance

    • expand_more

      Document management

      • ezyVet template types

      • expand_more

        Templates: General features and functions

        • Organization information shown in documents

        • About template variables

        • Template content and formatting

        • Header templates and footer templates

        • Make a header template or a footer template

        • Template groups

      • chevron_right

        Document templates

      • chevron_right

        Email templates

      • chevron_right

        Label templates

      • chevron_right

        Images for templates

      • chevron_right

        Phone templates

      • chevron_right

        Postcard templates

      • About spell checker features in ezyVet

      • chevron_right

        Document troubleshooting

    • chevron_right

      File attachments

    • chevron_right

      Printing

    • chevron_right

      Electronic signatures

    • chevron_right

      Inventory

    • chevron_right

      Staff management

    • chevron_right

      ezyVet administration

    • chevron_right

      Reference information

    • chevron_right

      Customer support information

    • chevron_right

      Release notes

    • chevron_right

      Glossary

    • chevron_right

      ezyVet for partners

  • chevron_right

    Vello

  • chevron_right

    ezyVet Scan

  • chevron_right

    ezyVet Go

  • chevron_right

    Vet Radar

  • chevron_right

    ezyVet Data Lake

  • chevron_right

    IDEXX SmartFlow

  • chevron_right

    ezyVet Connect

  • chevron_right

    Knowledge Center: New and published

  • chevron_right

    Pilot features

  1. Browse documentation
  2. arrow_right
  3. ezyVet
  4. arrow_right
  5. Document management
  6. arrow_right
  7. Templates: General features and functions

list_altBrowse documentation

chevron_left

thumbnailBrowse documentation

Templates: General features and functions

chevron_right

Make a header template or a footer template

After you make a header template or a footer template, you can add it to one of the applicable ezyVet template types (for example, document templates or email templates).

To make a template, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Settings.
    The Settings setting in the settings list
  3. In the settings list, select Templates.
    The Templates setting in the settings list
  4. Select Header/Footer Templates.
    The Header/Footer Templates setting
    ezyVet shows a New Template screen.
  5. In the Name box, enter a name for the template.
    Tip: Enter a name that clearly helps staff know if the template is a header template or a footer template. For example, if the template is a header template, include Header in the name that you enter.
  6. If you want to use template variables of the Twig template system with the template, select Use New Templating Engine.
    Note: If you want to use template variables of the classic template system, do not select Use New Templating Engine.
    Note: You cannot use template variables of the Twig template system and the classic template system in the same template.
  7. Set Template Type to the template type that can use the header template or footer template.
    ExampleTo use the header template or footer template with an email template, set Template Type to EMAIL.
  8. Select Save.
    The Save button
    ezyVet shows the template editor.
  9. Use the template editor to add template content, formatting, and template variables as necessary.
  10. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has the header template or footer template.
Add the header template or footer template to an applicable template type.
Parent topic: Templates: General features and functions
Related concepts
  • Organization information shown in documents
  • About template variables
  • Template content and formatting
  • Header templates and footer templates
  • Template groups

Procedure
ezyVet

Last updated: April 16, 2024

chevron_leftchevron_right

Related Articles:

  • Templates: General features and functions
  • Organization information shown in documents
  • About template variables
  • Template content and formatting
  • Header templates and footer templates
  • Template groups

ezyVet-footer

Need help?
Go to ezyVet customer support

Products

Tour

Features

Pricing

Book a demo

Browse integrations

Build an integration

Become an integration partner

System requirements

ezyVet Go

Solutions

General practice

Emergency

Specialty

Equine

Corporate groups

Universities

Production animals

Mobile

Resources

Customer stories

Blog

Events

Webinars

Tips and tricks

ezyVet TV

Starting a new practice

Customer referral

Support

Company

About us

Contact us

Careers

Community forums

Security

Merch

We’re here for you.

Terms and conditions Privacy policy Cookie statement Cookie list ezyVet sign-in
arrow_upward