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?
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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.
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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.
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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.
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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.
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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.
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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.
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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.