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Create a clinic template

Write a template once, such as a consent form, and veetz fills in the animal, owner and clinic data every time you issue it.

Before you begin​

  • You need permission to edit documents.
  • Templates are created only in the Clinic library. In My documents you can only create documents.

Steps​

  1. In the left menu, click Documents, then Clinic library. To keep things tidy, you can create a folder first: New → Folder.
  2. Click New → Template, type a title (for example, "Neutering consent") and click Create. The editor opens.
  3. Click Actions → Used in, choose where the template will be issued (Animal, Prescription or Supplier) and click Save.
  4. Write the text. Where a piece of data goes, click the tag icon (Insert field), search for the field and click it. It goes into the text as {{animal.name}}, for example.
  5. Click Save, then Actions → Publish.
tip

Choose Used in before inserting fields: the field list then shows only the fields that work there. All fields are listed in Document fields.

To add a fixed image, such as a stamp or a scanned signature, use the upload icon in the editor and click the image to adjust its size.

Done​

You see the message "Template published", with the places where it is used. The template now appears when you issue a document.

If you edit the template after publishing, the badge Unpublished changes appears. Click Actions → Publish again so the change reaches new documents.

If something goes wrong​

  • Publish is greyed out: save the template first.
  • "These fields cannot be filled where the template is used": a field does not belong to the place chosen in Used in. For example, {{prescription.notes}} only works in a Prescription template. Remove the field or change Used in.
  • The template does not appear when issuing: check that it is published and that Used in matches where you are issuing it.