Go to the Residents list — From your community dashboard, navigate to the Residents page to see all residents in your community.
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Open a resident's profile — Click the resident's name to open their individual profile page.
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Select the Collaborators tab — Inside the resident's profile, click the Collaborators tab. This is the new centralized location for all of this resident's collaborators — family members, POAs, and other contacts.
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​Tip: This tab is new. Collaborators are no longer managed inside individual packets — they are managed on the resident's profile and can be added across multiple packets.
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Click "Add a collaborator" — Select the Add a collaborator button to open the new collaborator form.
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Fill in the collaborator's details — Enter the collaborator's name, relationship, phone number, and email address. Toggle POA on if this person holds Power of Attorney for the resident.

Click "Upload Document" — If the collaborator is marked as a POA, a document upload section will appear. Click Upload Document to attach their POA paperwork.
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Select your file — Click "click to upload" to open your file browser and choose the POA document from your device.
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Attach the file — After selecting the file, click Add File to attach it to the collaborator's record.
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Save the collaborator — Click Add Collaborator to save the record. The collaborator will now appear in the resident's Collaborators tab with their document listed.

Open the action menu — From the Collaborators tab, locate the collaborator you'd like to update and click the action menu (⋮) on their row.
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Click "Edit Details" — Select Edit Details from the dropdown to open the collaborator's edit form.
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Make your changes — Modify any fields — such as email address or phone number. You can also view or replace the attached POA document from this panel.
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Click "Save" — Click Save to apply your changes.

Open the packet — Navigate to the resident's profile and click the desired packet to view it.
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Select the Collaborators tab — Inside the packet, click the Collaborators tab. All collaborators already saved to this resident will appear here — ready to add without re-entering any information.
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Tip: Because collaborators are stored at the resident level, you can add them to any packet instantly — no duplicate data entry.
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Select a collaborator to add — Click the collaborator's name (e.g. Sally McCallister) to add them to this packet. Their contact details and POA status carry over automatically.
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Toggle "Include in Packet" for POA documentation — If this collaborator holds Power of Attorney relevant to this packet, toggle Include in Packet to attach their POA documentation.
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Remove a collaborator from the packet (if needed) — Open the action menu on any collaborator row and select Remove from Packet. This removes them from the packet only — their record on the resident's profile remains intact.
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Add a brand-new collaborator directly from the packet — If the person you need isn't yet on the resident's profile, click Add New Collaborator. Their record will be created and saved at the resident level for future use.

Click "Invite" on the Documents menu — When you're ready to send the packet for signature, select Invite from the Documents menu to open the invitation panel.
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Choose how to share — Select the collaborator(s) you'd like to invite. Then either click Copy Link to share manually, or Send to selected to send the invitation directly from Senior Sign to the collaborator's email on file.