Document Collection

Paperwork, without the paper

Ask families for the documents you need and receive them securely in the portal. Everything stays with the arrangement, so nothing gets lost, duplicated, or left in a pile on someone's desk. Families upload from their phone or computer, which is far easier than printing, signing, scanning, and emailing.

Because you request specific documents, families know exactly what to provide — no guesswork, and far fewer follow-up calls to explain what's still missing.

• Request specific documents from families by name
• Secure uploads from any device
• Documents organized automatically with the arrangement
• Less printing, scanning, filing, and re-keying

Sensitive information handled securely

The documents involved in an arrangement — identification, insurance information, veteran records, authorizations — are often highly sensitive. Collecting them through an encrypted portal is far safer than email attachments or paper that can be misplaced, and it gives families confidence that their private information is protected.

Every upload is tied to the right arrangement and accessible only to your staff and the invited family, with a clear record of what was received and when.

Faster arrangements, cleaner records

When required documents arrive promptly and stay organized, arrangements move faster and your records stay clean and complete. There's no scrambling to locate a missing form the day before a service, and no risk of an important document never being sent at all.