Step 1: Select "Prepare"
Click Prepare to begin editing the document. You’ll now be able to walk through and complete all required fields.
Required fields are marked with a red asterisk and a red tab on the left-hand side of the page for easy navigation.
Step 2: Use Resident Mode (Optional)
You’ll also see an option to “Switch to Resident Mode.” This allows you to pre-fill any resident-specific fields if you’d like to enter some information on their behalf. Residents and family members will still be able to review and edit this data during the signing process.
Step 3: Complete and Submit
Once all required manager fields are completed, the button in the top-right corner will update. Instead of showing the number of remaining required fields, it will now give you the option to Submit.
Clicking Submit will return you to the document list, where you can continue preparing any remaining forms in the packet.