1. Training Academy
  2. Digital Signature (Plus)

Send a request to sign a document digitally

Email a form or document you upload to have them signed for a family member.

FAQ: How do I send a form or document to the family to sign dgitally?


  1. Check Your Package and Access the Sign Feature

    • Ensure you’re a Plus Package member as the Sign feature is unavailable for Basic members.
    • Navigate to the "Documents" section to view any previously sent documents and their statuses (e.g., "Signed," "Timed out," or "Draft").
    • If a document times out, click the three dots next to it and select "Refresh" to resend.
  2. Upload Documents to Resident Care

    • Go to the Resident Care section.
    • Upload files under the resident’s profile.
    • Select the document, click the three dots, and choose "Sign" to proceed to the signature section.
  3. Fill Out and Save Forms

    • Complete forms like admission packets before initiating the signing process.
    • Save completed forms to the resident’s "Documents" section to ensure signed copies are stored correctly.
  4. Add a Recipient and Place Signature Boxes

    • In the signature section, add the recipient’s email. You can type the email or select it from the resident’s contact list.
    • Add details to the form (e.g., dates) before placing the signature boxes.
    • Drag and resize the signature boxes as needed. Place them on each required page where the recipient must sign.
  5. Complete and Send the Sign Request

    • Specify the file location for the signed document (e.g., the Admission Agreement folder).
    • Add a message under the "Comments" section, which will appear in the email to the recipient.
    • Click "Complete Sign Request." You’ll have 10 seconds to cancel if needed.
  6. Track the Signing Status

    • If a request is incomplete, it will remain in "Draft" status until finished.
    • Once signed, the document will be updated in the specified folder with a signing log displaying all relevant details.
  7. Verify Signed Documents

    • Go back to the resident’s "Documents" section and open the folder where the signed document is saved (e.g., Admission Agreement).
    • View the document to confirm the signature and details.


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