Each Document
The signature tab and footer now show '0 of X Signers' and update the count as each signer field is selected. Any signer field that needs a signer is outlined in orange. This will revert to your funeral home's theme color after you select a signer, so you can quickly see which signers are still missing.
As you move on to the next document in the packet, the document icon appears as an exclamation mark, indicating a missing signer. Click on it or the 'Prev Doc' button to return to that document and update the signers.
Generate Docs
When you click on the 'Generate Docs' button, a pop-up reminder shows which documents are missing which signer fields. This is a reminder to double-check that each document includes all required signers. You can return to the document and select the missing signers, or proceed as is to the Review page.
Review Your Documents
This page now lists each selected signer and the document(s) they will sign. With these new updates, you can add missing signers by clicking on 'Select a Signer' to open the list of Helpers directly on this page! Form Data fields can be edited directly via the pencil icon, enabling immediate changes without returning to the document's page. Once all signers are selected on a document, the exclamation mark will change to a checkmark, and the X of X signers will appear in green.
Be sure to save and regenerate the document after each change so the changes apply to the signature packet.
Completed Signature Packets
Once a Signature packet is generated, you can see the signer count for each included document, rather than just the signature packet's total. Double-click the signature packet in the packets menu to open the landing page listing the included documents and signatures. This helps identify which signer fields will be signed by whom and which will be missing, even if the signature packet is complete.




