Customize how PDFs exported from CoVet appear when they are downloaded, previewed, or sent to clients. You can create PDF presets for different workflows, adjust header and footer details, upload branding images, change margins and fonts, and share preset layouts with your team.
PDF presets let you save different PDF configurations for different document types or clinic workflows. For example, you may want one layout for discharge summaries, another for referral letters, and another for internal records.
Open Customize PDF Settings
To customize your PDF settings:
Open your Profile in CoVet
Go to Personalization
Select Customize PDF
What You Can Customize
Each PDF preset stores its own settings. This means changes made to one preset do not affect your other presets.
You can customize:
Document size
Document margins
Header content and alignment
Footer content and alignment
Header and footer images
Logo or branding image placement
Body font size
Document title display
Case owner name display
Case date display
Grey background display
Case images as an appendix
Clinic name, slogan, address, phone number, and email
Page numbers
“Powered by CoVet” display
Create a New PDF Preset
You can create multiple PDF presets and switch between them when exporting records.
To create a new preset:
Open your Profile.
Go to Personalization.
Select Customize PDF.
Click the Plus button (+) next to the Default tab to create a New Preset.
Enter a name for the preset.
Customize the PDF settings.
Save your changes.
You can create up to 10 PDF presets per user.
Manage PDF Presets
Each preset appears as a tab on the Customize PDF page.
Use the three-dot menu on a preset tab to manage that preset.
From this menu, you can:
Duplicate a preset
Rename a preset
Delete a preset
Duplicating a preset is useful when you want to create a similar layout without starting from scratch.
Deleting a preset removes it from your available PDF presets. If the preset was shared with team members, it is also removed from their shared preset list.
Switch Presets When Previewing or Downloading a Record
When you preview or download a record as a PDF, you can choose which PDF preset to use.
To switch presets during export:
Open the record you want to preview or download.
Select the option to Preview or Download the PDF.
Open the PDF preset dropdown.
Choose the preset you want to use.
Continue previewing, downloading, or sending the PDF.
CoVet remembers the last preset you used and applies it by default the next time you export a PDF.
If a case is assigned to a team that has a shared PDF preset, CoVet may auto-select that team’s shared preset for PDF export on that case.
Customize General PDF Settings
The General settings control the overall PDF layout.
You can adjust:
Document size
Document margins
Use these settings to control how much space appears around the content and which page size the exported PDF uses.
Customize Header Settings
The Header settings control what appears at the top of the PDF.
You can choose whether to show:
Hospital name
Hospital slogan
Hospital address
Phone number
Email
Logo or custom image
You can also adjust:
Header text alignment
Logo or image alignment
Upload a Header Image
You can upload a custom image for the header, such as a clinic logo or branded header graphic.
To upload a header image:
Open the preset you want to edit.
Go to the Header section.
Choose the option to upload an image. Drag and drop any image.
Use the cropping tool to adjust how the image appears.
Save your changes.
Customize Body Settings
The Body settings control the main content area of the PDF.
You can adjust:
Body font size
Whether to show the document title
Whether to show the case owner’s name
Whether to show the case date
Whether to show a grey background
Whether to show case images as an appendix
These settings help you control how much case information appears in the exported document and how it is formatted.
Customize Footer Settings
The Footer settings control what appears at the bottom of the PDF.
You can choose whether to show:
Hospital name
Hospital address
Phone number
Email
“Powered by CoVet”
Page number
Custom footer image
You can also set the footer alignment to:
Left
Center
Right
Upload a Footer Image
You can upload a custom image for the footer, such as a branded footer graphic or clinic logo.
To upload a footer image:
Open the preset you want to edit.
Go to the Footer section.
Choose the option to upload an image. Drag & Drop your image of choice.
Use the cropping tool to adjust how the image appears.
Save your changes.
Choose Which Pages Show the Footer
You can control which pages display the footer.
Depending on your workflow, you may choose to show the footer on:
All pages
The first page only
Specific available footer display options in the preset settings
This is useful when you want a branded footer on the first page but a cleaner layout on later pages
Tips for Using PDF Presets
Create separate presets for different document types, such as discharge summaries, referral letters, and client records.
Use clear preset names so they are easy to identify when exporting.
Duplicate an existing preset when you want to make a small variation without rebuilding the layout.
Preview a PDF before sending or downloading it to confirm the formatting looks right.
Use shared presets when your clinic wants the whole team to use the same branding and formatting.