Senior Sign is an essential tool for handling residency agreement documents and signatures efficiently. This guide explains how to add collaborators for signing documents and addresses common issues with document visibility.
Troubleshooting Document Visibility Issues for Collaborators
If a collaborator reports that they cannot see the documents in Senior Sign after signing in, here are the recommended steps:
Verify Document Status: Ensure that the documents were correctly sent to the collaborator and that they have an active account.
Guide the Collaborator:
Ask them to open the packet in question and click on the 'Sign' button.
They might be prompted to consent to sign the documents. Upon doing so, they will gain access to the documents list.
The collaborator can then view the documents and, if needed, click 'Save & Exit' to leave the packet without signing or submitting the documents.
Video Walk-through:
Step-by-step Instructions:
With images
With images
Written out
Written out
Collaborators can include a spouse, adult child, responsible party, friend, or legal guardian who may or may not hold power of attorney. There can be more than one collaborator assigned to a packet, allowing for multiple individuals to have access to the resident's information.
To add a collaborator to a packet, follow these steps:
1. Open the desired resident's packet. You can do this by selecting the resident's name from the dashboard or by using the menu on the top right-hand corner of the screen.
2. Once the packet is open, select the "Collaborators" tab.
3. Click on the grey plus icon on the list menu to add a new collaborator.
4. A menu will open prompting you to enter the collaborator's email address. This is the first step in adding a collaborator and all other fields will be disabled until this is entered.
5. If the email address is already associated with an existing SeniorSign account, you will see a message that the user already exists. You will be prompted to confirm if this is the correct collaborator you would like to add.
6. If the email address is not associated with an existing SeniorSign account, the remaining fields will unlock, allowing you to enter the collaborator's contact information.
7. After entering the collaborator's name, use the drop-down menu to choose their relationship to the resident. This can include options such as sibling, spouse, power of attorney, etc.
8. If any additional information was provided to you, such as the collaborator's address or phone number, enter it in the appropriate fields. This will help pre-populate some of the fields associated with the relationship.
9. Once you have added the collaborator, their name will appear under the "Collaborators" list menu. If there is a second collaborator needing to be added to the same packet, repeat the process.
10. It's important to note that a collaborator will not have access to the packet until they have been invited. If your documents are ready to be signed, you can select the "Invite" option from either the document menu or under the overview task list.
That's it! You have successfully added a collaborator to a packet. If you have any other questions, please don't hesitate to reach out to our support team or register for our daily office hours using the link at the bottom of this article.