Ease the stress of signing documents with our reimagined eSignatures solution. Select a document, edit it, and request signatures in a few easy steps.
Jump ahead to
- Turn on notifications
- Select documents for signature
- Navigate the editing modal
- Verify and funeral director signing
- How the family signs
- Manage signatures
- FAQ
Turn on notifications
Enabling notifications will help you monitor the status of document signing.
To do this, click the bell icon at the top of Passare. Then, select the gear icon.
Toggle on notifications for text, email or both. Save!
🖐️ Don't forget! If you want to be notified via text, make sure your cell phone number is entered into your Passare profile.
Select documents for signature
Now you are ready to select and send documents for signature.
Go to the case and navigate to the eSignatures page.
Select from the dropdown which document(s) need signatures and click Add. The selected documents will list below.
💡 FYI: The scribble icon indicates the document is already mapped for signatures. However, any document can be customized to capture signatures through our editing modal.
For any documents not listed in the dropdown, add them for one-time use through the Upload documents button. You will be prompted to browse your computer for the file.
With all necessary documents added, click Get Signatures to prepare the document(s) for signing.
Navigate the editing modal
The Get Signatures button redirects to the editing modal where you can customize and prepare the document before sending for signature.
This modal has 4 main components:
Documents toggle
Prepare multiple documents at once using the documents toggle.
Here, you can toggle between documents by clicking on the document names. Remove any document from the list by clicking the x beside it.
Drag and drop fields
Place editing fields on the document wherever a signature or editable field should be using the
drag and drop functionality.
💡 Pro Tip: Give yourself more typing room! Just resize the field by dragging its corner.
There are 5 types of fields available:
2. Initial
3. Checkbox
4. Text
This field allows you to place and type into a textbox.
5. Strikethrough
This field strikes through text when placed over it.
💭 Keep in mind, documents already mapped for signature in Passare will show their signature fields in this view. You cannot overlap or adjust these fields.
To make changes to these mapped fields, contact Passare Support.
Field settings
Once placed on the document, click on each field to take further action in Field settings. Each type of field requires a different action.
Signature and Initials fields prompts you to choose a signer; Signature also allows you to include a sign date.
Once a signer is selected, their name or initials will appear in the field for reference.
In the Signer dropdown, you also have Signature not required and Add signer options if needed.
Add signer will prompt a quick-add Family & Friends entry modal. When saved, the new signer will be available in the signer dropdown and listed on Family & Friends page. Contacts saved here will also be added to the Family & Friends page.
The Checkbox field lets you designate the box as "checked" or "unchecked".
Text lets you type directly into the field and select font size.
Strikethrough lets you place, stretch, and change line color.
Select an owner
What's a document owner?
The owner is the sole family member with permission to fill out the document in Planning Center. The owner must also be a signer of the document.
💡 FYI: Owners can edit information filled in by the document preparer.
Select the owner from the list of Family & friends. You can also add an owner here, or select Owner not required if there are no fields for the family to edit.
Verify and funeral director signing
When all fields are placed and edited, click Verify signers.
Verify signers page allows you to fill in any missing information for those who will be signing. You can also select that person's Planning Center role.
💭 Remember... documents are signed in the Planning Center, which means all signers need a Planning Center role. Learn more about Planning Center roles here.
When you're done, click Next to sign the documents as the funeral director.
Use the checkbox to indicate which documents you are signing.
Remember to read the Terms and Conditions before moving on!
✋ Important! The owner can only edit fields if you (the director) have not signed. If the family needs to edit the document, you should bypass the FD signing portion.
To sign a document after the family has signed, visit eSignatures page > your document > Signature Details.
Click Next: review email for a final review before sending.
Review the email, add a personal note, and send.
How the family signs
The person you picked for each role will get an email inviting them to sign the form(s).
💡 FYI: The owner will be notified to edit & sign first. Once they have completed the document, other signers will then be notified to complete their portion. This is to ensure the document is not edited by others after someone has signed.
If the person doesn't have a Planning Center account, they'll be asked to create one. If they already have an account, they can log in.
From the email, they'll be taken directly to the eSignatures page within the Planning Center.
The signature status will show which forms have been signed and which ones need a signature.
Once they select Sign, they'll be asked to draw or type their signature.
Once they select Start Signing, the family can easily add their signature to the form by clicking the yellow boxes.
There is a counter in the top-left corner showing how many signatures are left to sign.
Once all signatures have been added, they'll be able to select Finish
They'll check the box to agree to the Terms and Finish signing.
Once they Sign and Submit they'll be able to download the signed document or close.
As soon as the forms have been submitted, the assigned funeral director will receive a notification via email and/or Passare.
Manage signatures
After you have sent forms for signatures, you can track its status from the eSignatures page.
The document's status will show as Awaiting signatures or Completed, depending on if the family has signed or not.
💡 Pro Tip: Track eSignature statuses for all cases on the Dashboard. Check out this article to see how.
To cancel a signature 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. Click Resend Email.
If you turned on notifications, you will receive a text or email whenever a document is signed, showing the current signature status.
FAQ
Q: How can I ensure the integrity of my signed document?
A: We have taken several measures to make sure documents are secure through the signing process.
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You can download the latest version of a signed form at any time.
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All versions of forms are safely stored and accessible upon request.
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We have an optional setting to print the IP address of the signer directly underneath each signature on the document.
- We have limited document editing to the document preparer (director/staff) and owner (family member).
Q: How do I turn on/off IP address stamps for eSignatures?
A: Printing IP addresses under each signature is one way to ensure the signature's validity, but you may not want them directly on the document.
You can turn this setting on/off under Admin > Organization > Planning Center > eSignatures.
You can still print IP address information separately for a completed document by clicking the ellipsis icon > View Details > download.
Q: Will my eSignatures Dashboard widget update?
A: Yes! The eSignatures Dashboard widget will reflect the current eSignatures version you are using.
Just keep in mind that, before switching from eSignatures 1.0 to eSignatures 2.0, any documents with awaiting signatures will need to be canceled first and resent through the new version.
Need additional 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 1-800-692-5111!