Learn how to Create and Send a SignWise Request

Note: Senior Place Essentials customers are limited to two SignWise templates agency-wide. If you're interested in upgrading to Senior Place Premium, with unlimited SignWise templates, let us know!

Whether you need your client to sign an agreement or a community to sign a contract, we've got you covered with SignWise! This article will walk you through how to create and send a SignWise request right from Senior Place:


1) Configure SignWise Settings

Note: These settings can only be configured by Administrator users. If a Template is already set up and you just want to Send a document for Signature, jump to Step 5 below.

Before sending a SignWise request, you'll need to configure your SignWise settings.

  1. Click the Settings cog ⚙️
  2. Choose Settings
  3. Click Agency settings
  4. Click SignWise
  5. Check the box that says Enable SignWise at my company
  6. Edit wording for your SignWise request email
  7. Add Attachments to the email (optional)
  8. Edit wording for your SignWise completed document email

2) Upload File for SignWise template

Note: Your file needs to be a PDF document or it will not be usable as a SignWise template.

Next, you'll need to upload a PDF file in order to create a SignWise template.

  1. Navigate to the Files module
  2. Click Upload file and choose the relevant PDF

3) Create the SignWise template

Note: Only Administrator users can create SignWise templates.

After uploading your file, you'll need to create your SignWise template.

  1. Click the relevant file name
  2. Choose the Signature template option (if this option isn't present, your file may not be a PDF)

4) Edit the SignWise template

Once you click Signature template in Step 3, you'll be taken to a screen to edit the template.

  1. Add Fields to edit before sending. These fields will be filled out by you or your team member before the template gets sent to a recipient. You can add Date, Text, and Checkbox fields. Additionally, if the field will typically be the same text, you can add Default text to reduce manual entry when sending the document. That text can be edited if needed before the document gets sent out.

  1. Add Recipient fields. You can add Signature, Date, Initial, Checkbox, and Text fields for Recipients. All you need to do is click Add Field, and drag it the location you want. You can also resize the field as needed. Additionally, if you want to have Placeholder text (explaining what the signer should add), you can define that placeholder when creating or editing the field.

  1. If you have more than one recipient, click Add recipient, and add the necessary fields for that individual.
  2. Fields for additional recipients will match the setting color on the left. In this example, Recipient 2 fields are blue.
  3. Customize the Signature request further using the Customize button. Learn more about that process in this tutorial.
  4. Use the Previous and Next buttons to navigate in multi-page PDFs.
  5. Once complete, click Save Template. Note: You can always edit SignWise templates again if needed.

5) Choose the Request Signature Action

From a Client, Community, or Referral profile, click Actions and choose Request Signature.


6) Choose the SignWise template

Next, you'll need to choose which SignWise template to use if you have multiple.


7) Edit Sender Fields and Recipients

You'll now need to edit any Sender Fields and confirm the recipient email addresses are correct.

  1. Edit your Sender Fields for the specific request
  2. Choose/edit Recipient email addresses. Please note that recipients will receive the document one at a time, in the order of recipient number. This means that Recipient 1 will receive the document first, followed by Recipient 2, and so on.
  3. Add CC Recipients, non-signers who need to receive the signed document once it's complete. (Optional)
  4. Personalize the email further by clicking Customize. (Optional)
  5. Click Send

8) Monitor Your Request

Pro Tip: Senior Place will automatically send reminders to recipients who have yet to sign your document. They will receive that reminder 7, 14, and 30 days after the initial request.

Once you've finalized your request, it will be sent to Recipient 1 first. Once that recipient has signed, it will be sent to Recipient 2, and so on, until every recipient has signed the document. Once they have all signed the document, a final, signed version will be sent to everyone involved.


While the signing process is mostly out of your hands at this point, you can still monitor the progress of the request and make adjustments as needed. Not only will the sent SignWise emails show on the Emails Sent tab of the related profile, but you'll be able to see Request details on the Files tab as well:

  1. Navigate to the Files tab of the relevant Client or Community (in this screenshot, we're looking at a community profile)
  2. Any SignWise requests will be in the SignWise requests section
  3. Click the File name to open a preview of the active SignWise request
  4. The icons will indicate whose turn it is for the SignWise request:
    1. The green checkmark ✅ means that the individual has successfully signed the document
    2. The blue arrow ➡ means that the individual has received the request and needs to sign
    3. The yellow clock 🕗 means that the individual is waiting to receive the request until the previous recipient has signed
  5. If a recipient hasn't signed or lost the email, you can always click Resend email to send the request to them again
  6. If you want to cancel or duplicate the SignWise request, you can do so by clicking Cancel request or Duplicate request

Have more questions? Feel free to reach out to us at support@seniorplace.io!