What You Will Learn
Automating Form Delivery
How to set forms to automatically send after online checkoutCustomizing Forms by Scenario
Deliver the right set of forms depending on need type (at-need, imminent, pre-need), service type (cremation, burial), or package typeBest Practices for Digital Forms
Tips for improving readability, ensuring proper spacing for digital signatures, and writing in clear, family-friendly language.Using Form Packets vs. Individual Forms
When to send forms as complete packets or individually to meet family needs more effectively.Keeping Vital Statistics Separate
Why separating vital statistics forms allows for smoother autofill across multiple documents.Managing Multiple Signatures
Techniques for collecting and organizing signatures from multiple family members.Handling Third-Party Documents
How to manage documents like durable power of attorney paperwork within the platform.Knowing When to Send Forms Manually
Situations where manual delivery ensures greater clarity and personalization for families.Advanced Platform Tips
Practical insights on using Parting Pro’s form tools for efficiency, flexibility, and better family experiences.
Summary
The March 2025 Parting Pro AMA dives into the many ways you can automate and manage forms within the platform. The session explains how forms can be automatically sent to families after online checkout, while still giving you the option to send them manually for specific needs. It also shows how to customize delivery based on need type (at-need, imminent, pre-need), service type (cremation, burial), or package type (such as aquamation), ensuring each family receives the right set of forms.
You’ll discover best practices for creating user-friendly digital forms, including tips on readability, proper spacing for digital signatures, and using clear, family-friendly language. The AMA also highlights advanced features like sending forms individually or in packets, keeping vital statistics forms separate for seamless autofill across documents, and collecting multiple signatures. In addition, it covers how to handle third-party documents such as durable power of attorney paperwork and when manual form delivery is the better choice.
Full Video
Highlights
0:11 – Forms: Sending Options (Automatic vs. Manual)
2:43 – Sending Forms by Need Type
3:41 – Sending Forms by Service Type
7:02 – Sending Forms by Package Type
10:01 – Forms Best Practices
11:26 – Good Forms vs. Bad Forms: Key Differences
14:32 – Sending Options: Individual and Form Packets
16:40 – Benefits of Sending Vital Forms Separately
18:20 – Overview of Vitals Webforms
28:40 – Forms That Should Be Sent Manually
31:01 – Understanding the Authorizing Agent
33:34 – Form Sending Strategies: When to Choose Manual vs. Automated
34:36 – Signature Options for Forms
43:11 – Sending Forms to Someone Who Is Not Next of Kin
48:15 – Uploading Durable Power of Attorney Files
Audio Summary (17 Mins)