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

Before a client can enter a signature in a document that uses a remote signature, you must send the document to them.

Make sure that your site has the remote signature feature and related templates configured correctly
Make sure that the applicable document template is prepared and has the correct information
Note: This procedure is not applicable to estimates. Estimates use a different procedure for remote signatures.

To send a document to a client for their signature, do this procedure.

Note: This procedure uses a clinical record and a consent form as an example. But you can use the same general steps for many other types of documents.

Select Clinical.
The left sidebar shows clinical records of your ezyVet site.
Find and select the applicable clinical record.
Select Create Document.
ezyVet shows a Create Document dialog box.
In the Choose a template. box, select the applicable document template.
Select Edit.
ezyVet shows the content of the document template in a new tab.
If necessary, make changes to the content (for example, word changes and formatting changes).
Select Save.
Select the arrow that is adjacent to Send For Signature, then select Send an email.
ezyVet shows a New Communication dialog box.
In the Destinations box, enter the client's email address.
In the Email Template box, select the applicable email template that ezyVet uses to send the document.
If necessary, make changes to the content (for example, word changes and formatting changes).
Select Send.
ezyVet shows a confirmation message: