Adding your Own Forms

This feature is intended to allow funeral homes to create their own pre-filled forms for the specific and sole use of their funeral home(s).

!Please make sure that there is not an existing and acceptable form in the Forms Library before you add a new form.

This utility enables you to create forms that can pre-fill with the most commonly required information for user created forms. It is not intended to cover every possible data item that could be used on a form.

*Please contact us if there is a local, state, provincial or federal form that is not currently in the Forms Library so that we may program and add it to the Forms Library for everyone’s use. Please contact your Success Coach if there is a missing mandated form that you require.

*We can also program your funeral home specific forms for you if you are not comfortable doing it yourself of if you require additional functionality. Please contact your Success Coach for more information.

When forms or documents are generated, the values in the Field Name column from the list of pre-fillable fields will be used to display the data for the selected decedent and/or your funeral home.

You will create your PDF or Word Document and add fields from the list of fillable fields where you would like the data to appear. The data will be displayed exactly as you have entered it into the system unless there is additional information in the Example Output column.

How to Create PDF Fillable Forms
How to Create MS Word Fillable Forms