**Please Note** If the family is unable to complete the Death Certificate Working Copy verification process (if the DC doesn't open or they receive an error), make sure they are using either Google Chrome, Mozilla Firefox or Microsoft Edge for their browser.
You can download the Working Copy from EDRS and have the family verify the information as correct via Parting Pro. To send the DC Working Copy for verification, navigate to the Forms tab in the case and hit the Send button in the Death Certificate Working Copy section:
Step 1
On the following screen, simply fill out the Recipient Information fields and hit the Send button in the lower, right corner to navigate to Step 2:
Step 2
In this step, you will click in the box to upload the death certificate (or drag and drop from either Mac Finder or Windows File Explorer). Once it has uploaded successfully, a link for PDF and Remove file will show. If you hover over PDF, you'll see the name of the file you uploaded. If you want to remove the file and upload something else, click on Remove file. The Next button will be available to click on in the lower right corner:
Step 3
In Step 3, you will have the option to edit the email template that is sent to the recipient. Bracketed fields are auto-populated with information from Case Details. To preview it prior to sending, click on the Preview email button. Once you've reviewed and approved, hit Send in the lower right corner (if you don't want the recipient to receive reminders to complete the task, make sure you uncheck the box just above the Send button for Send form reminders):
Once sent, back on the Forms tab, click on the dropdown arrow to expand the window and see the PDF you've submitted. If you want to view it, click on the green eye. If you want to download it, click on the icon with the downward arrow:
Additionally, if you click on the Actions button, you have options to Disable reminders, Resend email or Delete (**In the rare occurrence that the wrong death certificate was sent to the family, selecting to Delete what you've sent will break the link that was sent in the email, effectively ensuring that they won't be able to open it):
The email received by the family provides a link/button that opens the working copy:
They then can review the working copy and select one of two statements at the bottom either confirming that the information is correct or not correct. If there are errors, the family can easily communicate the changes to you by providing details in the box below the selection. Once they have provided details, they can click on the Submit button in the lower, right corner:
Back in the case, you will then see the Death Certificate working copy status updated. To view the errors reported, click on the dropdown arrow to the right and to View audit, click on the associated button (**FYI - once the family responds with either reporting errors or confirming that everything is correct, the reminders will cease):
Once you've corrected any errors, you can then hit the Send button again to send a new working copy for review. Same steps apply as you navigate through all three steps and send a new copy to the family.
Once they can confirm that all of the information is correct, they'll digitally sign for confirmation and hit the Submit button in the lower right corner:
Once submitted and approved, you can click on the button to View audit within the case which will download a PDF file showing the Death Certificate working copy and the digitally signed confirmation:
