Step 1
Log in to webCemeteries Management.
Step 2
If you haven't already set up dynamic forms for generating documents, you (or your cemetery administrator) will need to prepare your dynamic forms in your Settings. If you need help with dynamic form or have questions, please contact support.
Step 3
Search by Contract or create a new contract.
Step 4
From the contract page, click More > Generate Documents.
Step 5
Once you click "Generate Documents", you will be able to select one or more documents from the list of documents you've set up with dynamic forms in your settings by clicking on the check boxes on top of the document.
- You can also see any recently generated documents by clicking on "Recent".
- Clicking on "Reset" will de-select any of your selected documents.
- Click "Next" to continue.
Step 6
Review your form and fill out any of the necessary fields.
- If you selected multiple documents, you can combine them into a single PDF form.
- You can click and drag the name of the documents to change their order.
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If you wish to download or print, click the three dots in the top right corner.
Once you are satisfied, click "Next" to go to the next step.
Step 7
Signatures
Any stakeholders that are required to sign will be listed below. You can enter an email address and they will be sent the finalized PDF to sign. If they do not have an email or want to sign in person, use the `Sign Now` button next to their name.
Have the customer click on the "Click to Sign" button to begin signing:
A window will appear where the customer can type their name, and click "Confirm" to sign:
If all signatures are captured using `Sign Now` then the finalized PDF will contain a signature page. Otherwise, the signature page will be automatically generated once all signatures are complete.
Emailing the Signature
To email the Signature request. Enter an email address in the "Send Email to" field:
Set a deadline for when the customer must sign the form:
Click "Next" to continue.
Step 8
Rename your document if necessary and click "Finalize"
Step 9
The document will be uploaded to webCemeteries
Navigate to the "Documents" area of the Contract at the bottom of the page.
If you sent the signature via email, the stakeholder will receive an email with instructions to sign:
Once they click "Click Here to Sign", they will be taken to a page where they can review and sign the document:
They will need to click on the "
Click to Sign" field to begin signing (if multiple signatures are required, you will see how many on the top right):
Once they type their name and select "Confirm", their signature will be recorded. If they click the now "Signed" field, you can see the confirmation:
Once you are finished, click on the "Finish" button on the top right to close out the document and notify the cemetery:
The customer will be taken to a "Thank you" screen, which they can then close out.
You will also receive an email letting you know the document was signed:
Step 10
Navigate to the "Documents" area of the Contract at the bottom of the page, the status should now show "Signed". Select the signature document to review.
Step 11
If the document is signed, you will see "See Attached Signature Page" in the signature field, and the Signature Certificate will be attached in the next page:
