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Make a document in a clinical record

Make sure that your ezyVet site has the necessary document templates.
To make a document in a clinical record, do this procedure.
  1. Select Clinical.
    The Clinical tab
    The left sidebar shows clinical records of your ezyVet site.
  2. Find and select the applicable clinical record.
  3. Select Create Document.
    The Create Document button
    ezyVet shows a Create Document dialog box.
  4. In the Choose a template. box, select the applicable document template.
    The Choose a Template. box
  5. Select Edit.
    The Edit button
    ezyVet shows the content of the document template in a new tab.
  6. If necessary, make changes to the content (for example, word changes and formatting changes).
  7. Select Save & Close.
    The Save & Close button
    ezyVet shows a confirmation message:

ezyVet shows the new document in the Created Documents section of the clinical record's Attachment tab:
The Created Documents section