Enable funeral coordinators to get signed ashes instructions
Enable funeral coordinators to get signed ashes instructions
Funeral coordinators see ashes instruction flip to Sent without a signature, causing follow-ups and delays closing cases. Pre-filled instruction PDFs are emailed to applicants automatically, so coordinators receive signed instructions faster.
Overview
Missed or unsigned ashes instructions force funeral coordinators into time-consuming follow-ups and delay case closures. This workflow turns a status change into a pre-filled e-sign request, eliminating manual document prep so coordinators get signed instructions faster and reduce follow-ups.
Notable Features
- Generate pre-filled instruction PDFs
- Email applicants when status changes
- Add signature fields to documents