Need to send forms to collect signatures from multiple people? Look no further! If you have forms that require multiple signatures, please see the following instructions to help guide you through the process. Please keep in mind that the form must contain multiple lines to accommodate the additional signatures during our setup process.

While in the case, click on the Forms tab and then click on the Send or print button:

First, make sure Send forms is selected (for instructions on completing forms with a family in person, click here):

Under the Recipient 1 (Primary) tab, either enter the recipient First name, Last name, and Email address (The first and last name entered here will be the name PandaDoc will default to for the signature on the form). This will be pre-filled into the forms as the informant/recipient contact information.

You can also select the Informant or Next of Kins stored in the case by clicking on the Recipient dropdown (If there is no informant set up on the case yet, there will be no dropdown). The box for Primary recipient must be checked for the person who will be filling out all of the necessary information on the form. The other recipients who are not the Primary recipient will only be placing their signature on the form. This box can be checked in any of the tabs:

To add more recipients to the form, click on the +Add recipient tab:

You can click on the dropdown in the Recipient field to select an NOK if there are other NOKs set up in Case Details, but if there aren't, simply add their First name, Last name and Email (Email is the only required field) and any Additional information you would like to add in the available fields. Repeat this step for additional recipients until all have been added:

Should you need to delete any of the NOKs, simply click in the corresponding tab and hit the Delete recipient button:

If the NOK you delete is the Primary recipient, you will need to check the box for Primary recipient on one of the other recipients as this is required:

The names of the NOKs you have added will populate the tab names as you add them. After all have been added, hit Next in the lower, right corner:

Next, you will select the form(s) you wish to send to the recipients. As you are likely already familiar with the process, you can edit the form prior to sending by clicking on the Edit button to the right of the selected form, if needed.

**IMPORTANT** - you MUST click the option to Select All or the form will only be sent to the primary recipient by default. Make sure to click on the dropdown arrow in the Recipient box and click on the option to Select All and this will ensure that all recipients are selected. If you don't, only the primary recipient will receive the form to sign. Once you've selected and edited (if needed), hit Next in the lower, right corner to navigate to the preview page:

If you choose to Edit the form prior to sending it, make sure you hit the green Close button at the bottom to save your changes:

Now, you can preview the email template that will be sent to the recipients. After previewing, you are ready to send. Make sure to uncheck the box for Send form reminders if you don't want reminders sent to the recipients. Reminders are sent for seven days after the initial send OR until they complete the form - whichever comes first. Click on the Send button in the lower, right corner to send to all recipients:

In the Forms tab of a case under Digital forms overview, you can see the most recent form sent at the bottom of the list. If you click on the dropdown arrow to the right and expand it, you can see each individual recipient and their progress. Under Digital form history, you can see the Actions buttons which provide options to Disable/Enable Reminders, Resend Email or Delete (deleting the form will disable the link for ALL recipients of that form):

The recipients will receive the emails and be invited to click on the included link within the email to Review and sign documents:

Once the recipient has completed filling out the form and signed, they will receive the following confirmation message with an option to download their signed form and also receive an email containing a link to the signed form (also alerting them of the number of remaining signers):

The additional recipients will have emails to sign the same form. Once they review and sign the form, they will receive the same confirmation message. Once all recipients have signed, they will see Completed below the Download button:

And you will now see confirmation in the Forms tab that the form has been signed by all recipients. Under Digital forms overview, the status will show as Completed. Under Digital form history, you will have Download buttons available:

As always, if you have questions, don't hesitate to reach out to our support team for assistance. You can find us in the chat or send us an email at [email protected].

Setting Up Forms to Be Signed by Funeral Directors