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eSignatures in Planning Center

Learn how to review and sign documents electronically.

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Get started

There are two ways to access eSignatures:

  1. Email link — You'll receive an email from your funeral director requesting electronic signatures. Click the Sign Now button in the email to get started. 
  2. QR code — If you are completing signatures in-person, your funeral director may provide a QR code for you to scan with your mobile device. 

Links will expire! If you receive more than one email about signing documents, be sure to click the most recent link.

If you already have a Planning Center account, you can log in to begin signing.

After following the link in your email or scanning the QR code, you'll be asked to select which forms you want to sign. 

eSignatures page within the Planning Center

Next, draw or type to create your signature and initials. You'll use this to sign each document.

This step does NOT sign any documents. It only creates the signature/initals for later use.

Draw or type signature

 

Electronic signatures

To begin signing, scroll through each document and click the yellow boxes. This will fill each box with your signature or initials.

Click Next to continue to the next document.

A counter in the top-left corner shows how many signatures remain. 

Signing with eSignatures

Once all documents are signed, click Finish.

 

Finish and create Planning Center account

Finally, check the box to agree to the Terms and Conditions.

Click Finish signing.

Finish signing page

As soon as forms are submitted, your funeral director will be notified.

Be on the lookout for a confirmation email with copies of your documents. You can also access the documents in Planning Center by clicking Sign In.

Signing complete confirmation message

 

 

If you need any help with electronic signatures, please contact the funeral home.