Generating a Document from a Client's Account in EZFacility Classic

Select Clients.

Search for a client or select the client from the visible list of last accessed clients

Select Documents

Select Generate Document

***Trainer Tip - The Document tab shows the client's  Document history. You can View, Email or Delete any existing documents from this page. A Status of Pending indicates a document has been generated but hasn't been accepted by the client yet. Signed indicates the document has been accepted by the client.

1. Search for an existing template

-OR-

2. Select an existing template from the list.

Please Note: By default this will display a list of the most recently used or created templates.

3. Click Next.

Select the Acceptance Type

Choose between a Paper Copy, Digital Copy, or Email Document