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Status Gathering interest
Workspace Planning Center
Created by Jennifer Jenson
Created on Dec 9, 2024

Ability To Resend Multiple Forms At Once

When sending forms for signature in eSignatures, there is the ability to choose more than one form to prepare and send at one time. If the email needs to be resent to those signers to sign those forms, as it is, only one document can be resent at a time. If the ability to choose multiple forms to be REsent at one time, this would help the funeral directors. Especially when the forms are being sent to the elderly who have a difficult time already with electronic signing. Have to send each individually (separate emails) or trying to guide them to the eSignature section in the Planning Center to find the other documents can be difficult, but if one email (resent) can lead them to all the forms needing signature in one easy location, it may go a bit smoother.

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