Ease the stress of signing documents with our reimagined eSignatures solution. Select a document, edit it, and request signatures in a few easy steps for any case type.
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.
Open the case you need signatures for and navigate to the eSignatures page. This can be done for any case type.
Select from the dropdown which document(s) need signatures and click Add. The selected documents will be listed 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. [this part will change if not an at-need case - PC role dropdown will not be displayed]
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.
💭The Planning Center role dropdown will not be displayed for non at-need case types.
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 if you'd like, and click send.
How the family signs
Once the documents have been prepared and sent the family can access and sign the documents from the link provided in the email.
If you're meeting in person, provide a custom QR code that signers can scan to view and sign documents directly from their mobile devices.
To access the QR code, go to the eSignatures page and click the ellipsis to the right of the document you want the family to sign, then click View details.
With View details open, click Sign now to get a unique link and QR code to share with the signer.
NOTE: The owner of the document, if one is assigned, must sign first to ensure the document is not edited by others after someone has signed and will be the only signer listed until they sign.
💡FYI: Links will expire 14 days after sending. Clicking Resend Email will reset the 14-day window to sign.
Signers can scan the QR code to view and sign the documents from their mobile device, or copy and send the link to the signer.
By using the link or QR code, signers will be taken directly to the eSignatures page within the Planning Center. A Planning Center account is NOT required to view and sign documents. Signers will select the documents they want to sign and click the Start signing button.
The signature status will show which forms have been signed and which need a signature.
Once they select Sign, they'll be asked to draw or type their signature.
Once they select Use signature, the documents will open and the family can easily add their signature to the form by clicking the yellow boxes. A counter in the top-left corner shows how many signatures are left to sign.
If signing multiple documents at once, apply the signatures then click Next to begin signing the next document.
Once all documents have been signed, they'll be able to click Finish.
They'll check the box to agree to the Terms and Finish signing.
Once they click Finishing signing they'll get a confirmation message and copies of the documents will be emailed to them once everyone has signed. If signing for an at-need case, they will be informed they can access the forms in the Planning Center.
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 to resend the email, or click Sign now to access the link you can copy and send.
Note: The link the signer uses will expire after 14 days. This will reset by clicking Resend Email or copying and sending the link in the Sign now modal.
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 Settings > 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!