Getting started with eSignatures

Jump ahead to

• Select documents
• Prepare documents
• Send for signatures
• How the director signs
• How the family signs
• Managing eSignatures
• Security

 

Select documents

In the case, go to the eSignatures page.

 

Search and select documents from the dropdown, then click Add.

These will list in the table below.

For documents not in the dropdown, click Upload documents to select from your computer.

This will only upload the document to this case.

 

Make sure the documents are checked and click Get signatures.

 

Then, you will be taken to the editor to prepare and send the document(s).

 

Prepare documents

The left-hand side will show all documents you selected for signature.

Select each document to edit or click the x to remove it.

 

Drag and drop fields from the top of the editor onto your document. These should be used anywhere you need the family to type or sign.

Resize fields to fit your document by dragging their corners.

 

Select each field and configure its settings on the right-hand side.

 

Owner

Select a document owner. This is the sole person responsible for filling out the form before others sign.

You can also choose Owner not required if there are no fields to fill out, or Add owner if the family member isn't listed.

To view a person's roles, hover over the info icon.

 

Signer

For signatures and initials, choose a signer.

 

If the person is not listed, click Add signer to add them.

 

You can also include sign date, which will populate the date after signing, or apply signer to all if there is only one person signing this form.

 

Required fields

Mark fields as required to ensure the family doesn't miss a signature or field. This is available for all field types.

Signature and initials are required by default, but can be made optional by unchecking this setting.

 

Required fields will appear in red in the Planning Center, and families cannot finish documents until all required fields are filled out.

Grouping fields

If the form asks for a selection, you should group the fields together. Only checkboxes and initials can be grouped.

To group, click and drag across the fields and select Group fields.

Grouped fields will have a dashed border around them. 

 

If this section allows multiple selections, leave the Choose multiple box checked. If it should only allow for single selection, uncheck this box.

Multi-selection will remain as checkboxes, and single selection will appear as radio buttons.

 

To edit, move, or delete a single field within a group, double-click it and make the change.

To add a new field to an existing group, select the field with the group, then click Group fields.

 

Other settings

On checkboxes, indicate if it should appear as checked or not using the Checked setting.

You can also select the checkbox and click your space bar to check it.

 

On text fields, you can change the font size. You can also double-click the field to type on the document yourself.

On strikethroughs, you can adjust the length and change the color between black, blue, or red.

On dates, you can change the date format.

 

Send for signatures

Once the document is prepared, click Verify signers.

 

Fill in any missing emails and select each signer's Planning Center role.

 

To view a list of documents going to each signer, hover over the Included in # document link below their email.

 

When you're done, click Next: Review email.

Review the email text and add a personal note, if you'd like.

 

Once everything looks good, click Send!

 

How the director signs

Once the document owner has signed, you are able to sign as the director.

To do this, find the request in the case or on the eSignatures dashboard. Then click the ellipsis and select View details.

 

Next to your name, click Sign.

 

Read and check that you agree to the terms and conditions. Then click Sign and submit.

 

How the family signs

All families will sign documents in the Planning Center. They can access it through the emailed link (using an account) or by a QR code (without an account).

Email link

Once documents are sent, the family can begin signing by clicking the Sign now link emailed to them.

They will be prompted to create a Planning Center account, then directed to the eSignatures page.

 

In person

If you're with the family, you can provide a QR code that allows them to sign right from a device.

To access the QR code, find the sent document on eSignatures page > ellipsis > View details.

 

Click Sign now to generate a unique QR code and link.

 

Whether the family created an account or used the QR code, they will be directed to the eSignatures page.

Here, they should select the documents they want to sign and click the Start signing.

 

Next, they will draw or type their signature, then click Use signature.

 

They will click each yellow box to apply their signatures. A counter in the top-left corner shows how many signatures are remaining.

For multiple documents, after signing they will click Next to go to the next document.

 

Once all documents have been signed, they will click Finish.

 

Finally, they should check the box to agree to the Terms and Conditions, then click Finish signing.

 

Confirmation and document copies will be emailed to them once all parties have signed.

 

As soon as the forms have been submitted, the funeral director will be notified.

 

Manage signatures

Track document statuses from the case eSignatures page. 

The status will show as Awaiting signatures or Completed, depending on whether or not it's signed.

 

To cancel a request, click the ellipsis next to the document and select Cancel signature request. 

 

To resend a request, go to the same ellipsis menu and select View details > Resend email.

 

If you turned on notifications, you will receive a text or email whenever a document is signed, showing the current signature status.

 

Notifications

Enable notifications to monitor the status of your eSignatures. 

To do this, click the bell icon and select the gear icon.

Toggle on notifications for text, email, or both, then save!

 

Security

There are several measures in place to ensure documents remain secure through the signing process.

1. You can download the latest version of a signed form at any time.

2. All versions of forms are safely stored and accessible upon request.

3. We have an optional setting to print the IP address of the signer directly underneath each signature on the document.

4. We have limited document editing to the document preparer (director/staff) and owner (family member).

How to enable IP address stamps for eSignatures

You can turn this setting on/off under Settings > Planning Center > eSignatures.

 

In the section titled IP address, toggle on or off the setting.

 

 

Need more information?

• Create a custom form or template
• eSignatures on a print and sign contract
• Getting started with dashboards
  
  

Need help? Email us at support@passare.com or call (800) 692-5111!