Parting Pro

Jenny Edmondson

Will Chang

Hillary Scalmanini

Your first steps with Parting Pro. Learn how to set up your account and navigate essential features.

Getting Started

Learn how to accept your Parting Pro invite and access your dashboard for the first time

How to log in to Parting Pro

Call us! Our support phone number.

What are the differences between Team Member roles and how do I assign a Funeral Director to a case?

Understanding Team Member Roles

How do I add more users to Parting Pro? How can I edit or remove a user?

How to Invite, Edit and Remove Team Members

Resetting or Creating Your Password

How can I edit the notification emails that are sent to the families?

Automated Email Notifications

Learn how to enable text message alerts in Parting Pro so your team receives instant notifications for payments, contracts, form completions, and new orders directly on their mobile phones.

How to enable text message notifications

Setting up your account

How do I see all cases of a certain type? Or only my cases? This article shows how to filter out cases so you see only what you need to…

How to Utilize Case Filters

Learn how to tailor email communications to your business's preferences

Customizing Your Email Templates

Personalize your communication with clients through custom email templates for digital form signature requests

Create and Edit Custom Email Templates for Digital Forms

How can I utilize Google Tag Manager and/or Google Analytics?

Using Google Tag Manager and Google Analytics

How can I ask families to confirm authorizing agent status at the time of checkout?

Authorizing Agent Acknowledgement Feature

Set up automatic reminder emails for families to follow up on tasks like online arrangements, digital forms, or DC verification.

Setting Up Reminders for Family Communications

Using the Cases table: views, columns and filters

A column-by-column guide to what each Cases table column shows, where in the case that information lives, and what changes it.

Where Your Cases Table Data Comes From

Customize your dashboard

Learn how to create and manage new cases in Parting Pro

How to create a New Case in Parting Pro

How do I filter out the case list to show my cases only?

How to view your cases only

How to search a case you are working on if you have the deceased name, informant name, or case ID

Finding the case you want to work on

How do I save the information necessary to file for a death certificate in Parting Pro?

Adding vital statistics information to a case

How can I record a payment on an invoice in a case?

How to Record Payments

The following article extensively explains how to send forms to customers in order to collect data and e-signatures.

How to Send Forms to Collect Signatures and Information for All Case Types

Ashley Jones

Creating your first case

See how the Notes column on the Cases table helps you quickly view case notes, understand note activity at a glance, and jump into the full Notes tab when needed.

Viewing Notes from the Cases Table

Learn how to add, view, edit, and delete notes within a case, understand who can manage notes, and see where notes appear across Parting Pro to keep your team aligned.

Using Notes in a Case

Understand how note categories work, how you can create and manage them, and what happens to notes when categories are edited or removed.

Organizing Notes with Categories

Working with your Team

If you need to open a new browser window in incognito/privacy mode, please use the following instructions for assistance!

Opening a Browser Window in Incognito Mode

How to Clear the Web Browser Cache

Is AdBlock preventing you from creating a case?

How do I disable AdBlock on my browser?

How can I get assistance from Customer Support while working in my dashboard?

Parting Pro Chat Feature

Additional Learning

Read our blog

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.