Are you tired of using costly third-party e-signature services? Do you want a solution that conveniently integrates with your existing funeral software instead of adding extra work? If you answered yes to either of these questions, look no further than our E-Signature tool!
With our
brand-new tool, families can sign the forms you need electronically. You can send single or multiple forms to a family member or multiple family members with just one click. As we adjust to these challenging times, this turnkey tool helps everyone practice social distancing.
Below is an overview of how to use this tool to make funeral planning easier for everyone. For more information, check out our
training resources.
Simple 10-Step Process of How E-Signature Works for Your Staff and Families
Step 1:
Determine what forms need signatures and email them as PDFs or Word documents to SRS. If they’re already in Procession, you don’t need to send them; just identify them in the email.
Step 2:
Open the case and make sure all the people who need signatures are identified. You can edit the staff information under Client and edit the family information under Family/Friends. For staff, you can save their signatures in your settings to streamline the process in the future. For family members, make sure they have emails listed.
Step 3:
Under either Printed Materials or Billing, find the desired form in the drop-down menu. Then, click the e-signature button.
Step 4:
Review and make any edits to the form. Note, any edits made here will NOT be reflected in Procession.
Step 5:
Collect your staff signatures.
Step 6:
Remove any unneeded signature fields by clicking the blue circles to deselect them.
Step 7:
Send family members the signature request emails. Before sending, you can modify or reset the send list as needed.
Step 8:
The family members receive the email with the link to sign it. Once they submit it, they receive a confirmation message.
Step 9:
Signed documents are placed automatically in Virtual Files.
Step 10:
Your funeral home gets a notification email that the signatures are complete!
E-Signature Gives Your Firm Unlimited Options with No Hidden Costs
As you can see, your options are unlimited with E-Signature. With this tool, your firm can send unlimited forms and emails and receive unlimited signatures from families, all with no hidden fees. This way, we can help you get the signatures as fast as possible. We also work quickly to build as many forms as you need, all for a small one-time cost.
Signed E-Signature Forms Are Accessible Anytime, Anywhere During These Challenging Times
With E-Signature, it’s never been easier to send signatures and access them. All signed forms are automatically stored in VFiles in your Procession software, which also can be accessed on Mobile.9. Additionally, they’re securely stored in the cloud, so they’re accessible anytime, anywhere.
Want to learn more about how E-Signature can help everyone during these challenging times? Email us at support@srscomputing.com.