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

Select a Client from the client list by clicking on their name.

1. Click Generate Document to create one for this client

2. Displayed here is the Document History for the client. 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

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

See Generating a Document - Paper

Generating a Document - Digital

Generating a Document - Email