Getting started with eSignatures

Learn how to use eSignatures to get your forms back faster.

Getting online signatures from your families can be a bit of a challenge. Third-party software is not always the most user-friendly and printing, signing, and scanning can be a hassle.
That's why we're excited about eSignatures. It's simple for you and the family.

Pick forms to send for signatures:

esignaturehowtoFDview-1

 

Within a case find the Documents section. Then select Templates.

 

Use the checkboxes 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.

Shot 1

 

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.

Shot 2

 

If a signature is not needed, select "no signature needed" and the family won't be asked to sign that field.

Shot 3

 

Add a personal message to be included in the email and select Next.

Funeral Director Signatures:

On the next screen, the Funeral Director, can sign multiple forms at the same time.

Simply 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 the Case Files page after you get notification of a signature.

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. This is what will be applied to the form in the next step.

 

Once they select Start Signing, the family can easily add their signature to the form by simply 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 eSignature Status:

esignaturehowtoFDview2

 

You can check eSignatures under Documents > Case Files > eSignatures.

 

The Signature Status will indicate whether the form is Awaiting Signatures, Completed, or Completed/Verified.

Completed Forms:

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.

Awaiting Signatures:

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.

Signature Details:

Under View Signature Details, you can see who has Signed, Resend to those who haven't signed, and Sign the document yourself if needed.



 

Come back anytime for an updated status!

 

Need Help? Email us at support@passare.com or call 1-800-692-5111!