Send an estimate for a client's remote signature (email method)
Before a client can enter a signature in an estimate that uses a remote signature, you must send the estimate to them.
- Make sure that your site has the remote signature feature and related templates configured correctly
- Make sure that the estimate is prepared and has the correct informationNote: This procedure is applicable to estimates only. Other types of documents use a different procedure for remote signatures.
- Select Financial.
- Select Estimates.
- Select Attachment.
- Adjacent to Created Documents, select the plus button.ezyVet shows the Select A Document Template To Generate dialog box.
- In the Select a Template box, select the applicable document template.
- Select Load Template.ezyVet shows the content of the document template.
- 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.
- Select Send.ezyVet shows a confirmation message: