Visual PDF Templates
Place signatures, initials, dates, text inputs, checkboxes, printed names, and read-only annotations on the original PDF.
SIGNATURE DOCUMENTS
Build once. Send securely. File the signed copy automatically.
SecureCare Signature Documents turns an existing PDF into a reusable signing template, supports customers, volunteers, and staff, handles sequential signers and identity checks, and automatically files the completed locked PDF back to the correct record.
Facility-Controlled Availability
Templates must be active and assigned to facilities before staff can send them.
Three Recipient Types
Use the same signing infrastructure for customers, volunteers, and staff.
Ordered Multi-Signer Flow
Support one to three signers with sequential execution when more than one signature is required.
Automatic Filing
Generate the completed PDF, lock it, and file it into the recipient’s Document Storage record.
HOW IT WORKS
Build the Template to Lock & File.
SecureCare can send multiple documents through one shared request when they use the same signatory count, preserving the reading order and avoiding a separate email or account flow for every form.
Build the Template
Upload the PDF and place the required annotations.
Activate & Assign
Make the template active and choose which facilities may use it.
Create the Request
Choose one or more compatible documents and the recipient/signatory flow.
Verify & Sign
Use the secure link, optional identity verification, and sequential signing order.
Lock & File
Generate the completed PDF and store it automatically on the correct record.
A CLOSER LOOK
One request can carry the paperwork for the whole workflow.
SecureCare can send multiple documents through one shared request when they use the same signatory count, preserving the reading order and avoiding a separate email or account flow for every form.
Templates remain unavailable until both Active and facility assignment requirements are met.
Multiple documents in one request must share the same signatory count.
One, two, or three signatories are supported and execute in order.
Identity verification can use the supported date-of-birth and phone checks.
Expired links can be refreshed without recreating the request; unused links can be cancelled.
Completion notification is opt-in for the staff member who sends the request.
KEY CAPABILITIES
Signature Documents built around the real workflow.
PDF Annotation Builder
Place form and signing controls visually on the source PDF.
Facility Assignment
Control where a template can be used.
Customer Requests
Send customer intake, consent, release, and related documents.
Volunteer Requests
Send waivers, acknowledgments, and related volunteer documents.
Staff Requests
Send employment and policy documents to staff.
Multi-Document Requests
Bundle compatible documents behind one shared signing link.
Sequential Signatories
Execute multiple signers in defined order.
Identity Verification
Require supported validation before document access.
Refresh & Cancel
Replace expired access or void outstanding links without rebuilding the request.
Automatic Filing
Store the locked completed PDF in the recipient’s document repository.
Completion Notifications
Opt in to platform notification when all signers finish.
Audit Trail
Record creation, send, open, signature, completion, download, cancel, and refresh activity.
CONNECTED ACROSS SECURECARE
Part of one connected platform.
Move signed paperwork from template to completed record without the manual filing step.
PEOPLE. PURPOSE. POSSIBILITIES.
Move signed paperwork from template to completed record without the manual filing step.
