Electronic signatures provide a convenient and secure way to sign documents without the need for physical paperwork. For online planners who have filled out their vital information, documents are sent for esignature automatically. You can send a document for esignature at any time directly from the Documents tab.

Click 'New eSign' on the top right hand side of your screen. Choose the documents you want to send for eSignature and specify the individuals who need to sign the document. Click send and confirm. The documents will be sent to the signees to review and sign back to you.

You can then monitor the status of the document in real-time. Once all required signatures are obtained, the document is marked as completed, and you will be notified.

Regenrating documents

If you are making changes to a case and need the family to sign the updated documents, you will need to resend them. Click on 'New esign' to have the family sign the updated documents.