# Create document templates

_Step by step to create reusable templates for prescriptions, exams, reports and terms in Pet Care, with variables that fill in the pet's and owner's data automatically._

> **💡 Tip**
>
> Build the template content with **variables** (pet name, breed, owner, Tax ID…): just type **@** in the text and pick the data. When you generate the document in [Pet Care](/en/operacao/pet-care/usar-o-pet-care-no-pet/), everything comes pre-filled — you issue a standardized prescription or report in seconds, with no retyping.

Under **Settings → Pet Care → Visits** you'll find the **Document templates**: ready-made, reusable texts you use when recording a visit in the pet's chart. Instead of typing everything again every appointment, you pick the template and the document comes pre-filled with the right data. Templates feed what you generate in [Pet Care](/en/configuracao/pet-care/o-que-e-pet-care/) — prescriptions, exams, reports, terms and anamneses.

![Pet Care Document templates screen, with the list by Type, Category and Template and the New button at the top](https://help.tec.pet/_md-assets/modelos-de-documentos__tela.png)

## Step 1 — Open Document templates and click New

In the side menu, go to **Settings → Pet Care → Visits**. The **Document templates** screen shows the list of what already exists, organized by **Type**, **Category** and **Template**. In the top-right corner, click the **New** button (with the **+** sign) to open the creation form.

## Step 2 — Fill in the creation form

The **New visit** window opens with the template fields at the top (**Type**, **Category** and **Template**), the **Header/Footer** selector and, below it, the **content editor**. Start by choosing the **Type** — only then does the **Category** become available. See below what each field is.

## Template fields

- **Type** — defines where the template shows up in the chart. The options are **Anamnesis**, **Exam**, **Prescription**, **Pathology**, **Terms** and **Generic**;
- **Category** — a subdivision within the type (e.g. inside *Prescription*, categories like *Antibiotic* or *Flea treatment*). It only becomes available **after** you pick the type. If the category you want doesn't exist yet, **type the name** in the field and choose *"New category"* to create it on the spot;
- **Template** — the template's name, how it will appear in the list (e.g. *"Antibiotic prescription"*);
- **Header/Footer** — optional; links the clinic's **letterhead** to the document. Build yours in [Header and footer](/en/configuracao/pet-care/cabecalho-e-rodape/).

## Step 3 — Write the content and insert variables

In the editor, write the document text normally. To insert a piece of data that fills itself in, **type @** and pick the variable from the list that appears. The available variables are:
- **From the pet:** name, species, breed, size, sex, age, birth date, weight, coat color and microchip;
- **From the owner:** name, Tax ID, phone and address;
- **From the shop:** name and address;
- **Automatic:** date and time of issue.

Beyond these, the **custom fields** for Customer, Pet and Employee that the store has set up also appear. The **Employee** variables are filled with whoever **signs** the document at issue time. That way a single template works for every patient — the right data flows in by itself.

## Step 4 — Save

Click **Save**. The template now shows in the list and is ready to be used in the pet's chart when you generate the document in [Pet Care](/en/operacao/pet-care/usar-o-pet-care-no-pet/).

## How to edit or copy it later

In the template list, each row has two icons in the **Actions** column:
- **Copy** (papers icon) — duplicates a similar template, great for creating variations without starting from scratch;
- **Edit** (pencil icon) — reopens the template with the fields filled in; change what you need and click **Save**. To delete, open the template and use the **Delete** button.

Remember that **editing a template does not change the documents you've already generated** — the change only applies to new ones.

> **⚠️ Heads up**
>
> The **Category** is a field separate from the **Type** and only becomes available after you pick the type. If the category you want doesn't exist yet, just **type the name** in the field and choose *"New category"* — it is created on the spot, inside that type.

> **🚫 Caution**
>
> Editing a template **does not change the documents you've already generated** for pets — the changes only apply to new documents created from it afterwards. Documents already issued stay exactly as they were.

### Head office / single store
At the **head office** (or in a single store), you freely create and edit every template. The templates the head office shares with the network are distributed to the branches. See [Network sync](/en/operacao/dashboard/sincronizacao-da-rede/) to understand how this sharing works.

### Branch
At a **branch**, the list gets an **Origin** column: templates marked **From Network** come from the head office and are **view-only** (the icon turns into an eye, not a pencil) — you can't edit them. The **My Store** templates, created here, you create and edit normally.

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_feature: pet-care · atualizado em 2026-06-11 · fonte: https://help.tec.pet/en/configuracao/pet-care/modelos-de-documentos/ — TecPet Central de Ajuda_