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        Remote signatures

        • About remote signatures

        • General steps to configure and use remote signatures

        • Send a document for a client's remote signature (email method)

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          Remote signature configuration

          • Template settings for remote signatures

          • Template variables for remote signatures

          • The expired period of remote signature links

          • Configure a document template to use remote signatures

          • Configure an email template to use remote signatures

          • Configure the expired period of remote signature links

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  9. Remote signature configuration

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Remote signature configuration

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Configure an email template to use remote signatures

Before staff members can use remote signatures, a practice manager must configure the applicable email template. ezyVet uses the email template to send the document that has the remote signature link.

Make sure that your site has an applicable email template with the necessary content.
To configure an email template, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Templates.
    The Templates setting in the settings list
  3. Select Email Templates.
    The Email Templates setting
    ezyVet shows the configured email templates of your site.
  4. Select the applicable email template.
    ezyVet shows the settings of the email template.
    Tip: Before you continue, you can change the name of the template or make a copy of the template with a different name. A different name can help staff to find email templates that use a remote signature configuration. For example, you can enter the name Financial - Estimate (remote signature).
  5. Set Use remote signature to YES.
    The Use remote signature setting
    ezyVet automatically puts the #REMOTE-SIGNATURE-LINK# template variable in the content of the template:
    #REMOTE-SIGNATURE-LINK# template variable
    Tip: You can put the #REMOTE-SIGNATURE-LINK# template variable in a different location of the email template content.
    Note: Do not use text formatting with the #REMOTE-SIGNATURE-LINK# template variable. (For example, do not use bold or italic formatting.)
  6. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has an email template that you can use to send a document that is configured with remote signatures.
Parent topic: Remote signature configuration
Related concepts
  • Template settings for remote signatures
  • Template variables for remote signatures
  • The expired period of remote signature links
Related tasks
  • Configure a document template to use remote signatures
  • Configure the expired period of remote signature links

Procedure
ezyVet
Practice manager

Last updated: May 16, 2024

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Related Articles:

  • Remote signature configuration
  • Template settings for remote signatures
  • Template variables for remote signatures
  • The expired period of remote signature links
  • Configure a document template to use remote signatures
  • Configure the expired period of remote signature links

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