Print and Sign Documents
When you are ready to put together all documents for your families to sign in person, you will create a new packet for Print & Sign.
On the case page navigate to the "AutoForms" icon in the top right corner, and click on "Create Signature Packet" button.
Here you will select which document(s) you will include for printing and signing for your family. You can scroll through this list to select the documents one by one, you can also search for a specific document in the search filter at the top of the list. Each documents has a three dot menu on the right hand side of it which allows you to download this blank document if you need to (Note: The contract three dot more menu will give you the option to view or edit the contract and will navigate you to that page directly).
4. If you need to manage this list or add new documents to it, click on the "Manage Document Library" icon on the top right corner of this list. You may also navigate here from your main dashboard by clicking on the "Document Library" on your main left hand menu.
5. Once your documents are selected, click on the "Print & Sign" option and then click on "Next Step".
6. The next step will take you through mapping and filling out all of your selected forms, and assigning signatures to them as well. It's very important to always make sure you have as much of the Death Certificate filled out as possible. All the information that is added under that task, if it pertains to the fields that exist on your forms, will fill in those fields for you automatically. All the other fields will be easily filled out by typing in that information and/or using check boxes of answering certain questions.
7. For the Print & Sign option there is no need to select signers on the document since we will be printing the document out for signing in person. Once all the document form data is good to go you'll click on the "Generate Docs" button on the bottom right of the document view.
8. Next page will take you through a quick summary overview before finalizing printing. Here you will be able to click on the pencil icon in the edit box of the doc, on the left hand side of the screen. This will allow you to go back and make any changes to the document information if needed. On the right hand side you will see a visual display of what the documents will look like with the selected signers on there.
9. Next step is to click on the "Download Unsigned Documents" button on the bottom left corner of the page. This will create a download on your computer or mobile device, and then you will be able to print this out for signing immediately.
10. The last page that you will navigate on will be the printed document status. Here you will click the "Mark Documents As Signed" button once it has been signed by all parties. Additionally, you can always come back to this page to download the unsigned documents again if need be.
11. Lastly, you will click on the "Upload Signed Document" button to upload the signed document to store on this case page. The family will have access to this upload as well for their own records.
12. After the contract is signed, you will always be able to come back to this case page to view those records. You can click on the AutoForms icon in the top right corner of the case page and you will see all your sent documents here under the "Packets" tab of this drop down menu.
13. Each packet will be shown individually, and list all the documents that were sent under the "Documents" tab and the signers will be listed under the "Signatures" tab. You'll also be able to "Download Unsigned Documents" directly from this drop down menu as well.
14. The final section of this AutoForms menu is the "Case Files" tab. Here you will be able to upload any additional documents that you wish to share with the family, as well as keep together in one place with this specific case.
