Learn how to use eSignatures to get your forms back faster.
Note: Contracts with Print and Sign turned on request signatures from the Goods & Services page. See how HERE.
Send for signatures
Within a case find the Documents section. Then select Templates.
Use the check boxes to select which form(s) you want to send to the family to sign. Pick as many as you'd like!
Once you've picked the form(s), Get Signatures will appear. Select Get Signatures.
A new box will open where you can assign who needs to sign each form. The cool thing is Passare will populate your selections from the Friends & Family section of the case.
Each form will have signatures that are needed. Work through each form and select someone for each role.
Select the arrow to choose a Family or Friend from within the case.
Once a person is selected for each role, move on to the next form. Repeat this process for each form.
If their email is already in Passare, it'll appear underneath their name. If their email is not in Passare, it can be added during this step!
Once all names and emails are selected, a green check will appear.
If a signature is not needed, select No signatures needed and the family won't be asked to sign that field.
Add a personal message to include in the email and select Next.
Funeral Director signatures
On the next screen, the Funeral Director, can sign multiple forms at the same time.
Select the forms you want to sign. Check the box to agree to the terms.
Select Sign and Send Forms.
This will email an invitation to each person to sign the form(s) in the Planning Center.
Note: Want to sign a form after the family has signed? Go to Case Files after the family signs.
Family signing in the Planning Center
The person you picked for each role will get an email inviting them to sign the form(s).
If the person doesn't have a Planning Center account, they'll be asked to create one. If they already have an account, they'll be asked to 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 selecting the yellow boxes.
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 view the signed document by selecting the document name.
As soon as the forms have been submitted, you'll receive a notification through Passare!
Check signature status
You can check the status under Documents > Case Files > eSignatures.
The Signature Status will indicate whether the form is Awaiting Signatures, Completed, or Completed/Verified.
On Completed forms, you can select the three dots next to the form to Verify Signatures or View Signature Details.
Verify Signatures is where the funeral director can show that they have verified the validity of the signatures.
And add any notes to clarify.
On forms that are Awaiting Signatures, you can View Signature Details or Cancel Signature Request.
You can only Cancel the Signature Request if the form has not been signed.
Under View Signature Details, you can see who has Signed, Resend to those who haven't signed, and Sign the document yourself if needed.
Need help? Email us at firstname.lastname@example.org or call 1-800-692-5111.