Issue a document

Fill a template with a record's data, check the preview and print it.

Before you begin

• The template must be published, either your clinic's or one from the catalog.
• The required data must be in the record, such as the animal's and the owner's name.

Steps

1. Open the animal's record.
2. Click the quick actions button (⚡), then Issue document.
3. Search for the template by name and click it.
4. Check the preview, then click Issue.
5. Click Print, or Close to finish.

You can also click Issue document in the Documents section of the animal, in a prescription, in the vaccination record and in the Documents section of a supplier. Each place lists only the templates made for it.

Done

You see the message "Document issued". The document appears in the Documents section of the record, with the date and who issued it. From there you can print it again or cancel it.

If something goes wrong

• "Missing in the record": required data is empty, such as the owner's name. Fill it in the record and try again.
• "No templates for this record": no published template is used here. Check Used in on the template, or publish it.
• "You are not allowed to issue this document": ask the subscriber for permission.