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        • About in-person signatures

        • Receive an in-person signature from a client

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          In-person signature configuration

          • Configure a document template to use in-person signatures

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  9. In-person signature configuration

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In-person signature configuration

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Configure a document template to use in-person signatures

Before staff members can use in-person signatures, a practice manager must configure the applicable document templates.

  1. In the Number of signatures (3 Max) box, enter the maximum number of in-person signatures of the document template.
    The Number of signatures (3 Max) box
  2. In the document template content, enter the applicable template variables the necessary number of times.
    The {SignatureMedium} template variable
    Note: For information about the applicable template variabl
    Note: You can enter the template variables the number of times that you entered in step 6.
    Tip: You can put the template variables in a different location of the document template content.
    Note: Do not use text formatting with the template variables. (For example, do not use bold or italic formatting.)
  3. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has a document template that can use an in-person signature.
Parent topic: In-person signature configuration
Concepts
  • About in-person signatures

Procedure
ezyVet
Practice manager

Last updated: April 26, 2024

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Related Articles:

  • About in-person signatures
  • In-person signature configuration

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