Digitally Sign Documents
When you are ready to put together all documents for your families to sign via e-signature, you will create a new packet to "Sign Digitally". This will allow you to send one document packet to multiple people, and they will receive an email via HelloSign that will allow them to legally sign and date the documents for you.
On the case page navigate to the "AutoForms" icon in the top right corner, and click on the "Create Signature Packet" button.
Here you will select which document(s) you will include for e-sign for your family. Only the forms marked as "eSign Enabled" will allow you to email them for signatures. 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 there from your main dashboard by clicking on the "Document Library" on the left hand menu (Note: Please reach out to the support team when you upload a new document for e-signature. We will need to map it for you so it will work with our HelloSign integration. To reach out, you can use the chat icon on the bottom right corner of your account or call us directly at 208-908-0488).
5, Once your documents are selected, click on the "Sign Digitally" 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 then fill out for you automatically. All the other fields will be easily filled out by typing in that information and/or using check boxes for answering certain questions.
7. After you have completed the "Form Data" section of the documents, we can click on the "Signature" tab to select the signers. If any document requires at least one signature, you must assign a person to that field before you can move on to generating the packet (Note: If there is additional info that is tied to the signer such as name, phone number, etc., you'll have the ability to fill it out prior to sending the documents. If the info is left blank, the signer will have the ability to fill it out once they receive the email for signatures).
8. 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.
9. Next page will take you through a quick summary overview before finalizing sending. 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.
10. Next step is to click on the "Send E-Sign Documents" button on the bottom left corner of the page. That's it! Your signature packet is on its way immediately via email.
11. The last page that you will navigate on after that will be the sent document status. On the left hand side you will see the documents that were sent, by whom, on what date, and what time. On the right hand side you will see the signers and their sign status. Once the documents are viewed and/or signed, you will see that updated here in real time.
12. Once everyone has signed the contract, you will have the option to click on the "Download Signed Packet" button to download the forms for documentation.
13. After the documents are 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.
14. Each packet will be shown individually, and list all the documents that were sent under the "Documents" section and the signers will be listed under the "Signatures" section. You'll also be able to "Download Signed Packet" directly from this drop down menu as well.
15. The second tab 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, and keep together in one place.
