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Editing Document Before Sending for eSignatures

There are many situations when a document is not (and cannot be) fully populated when generated from Passare. Perhaps Passare does not track the field(s) needed on a specific form, or other edits need to be made before sending for signatures. It is important for a funeral director to both preview & be able to edit a form before sending to the family.

  • Jessie Goggans
  • Oct 26 2020
  • Planned
  • Attach files
  • Susan Grieco commented
    28 Jun 09:50pm

    chiming in on this request. I would like the option to edit documents prior to sending for esignature.

  • Admin
    Marcus Wilson commented
    21 Jan 03:14pm

    This is definitely something we're planning to work on. We're exploring what it would look like to be able to request signatures for any PDF document "on the fly", where you could edit that document and specify where you need signatures before you send it to the family.

  • Guest commented
    11 Jan 10:37pm

    love the idea of "e-signature", however, we are currently unable to "edit" the document before sending for e-signature. can we have this ability?

  • Elizabeth Reed commented
    3 Nov, 2020 06:43pm

    Passare, can you save the edited document fields as a Case File and send it from the Case Files as an edited document while maintaining the original signature fields? We will have the same situations when we start using.