Documents & e-signatures
Find the document. Get the signature. Keep the record.
Store resident documents, request signatures by email, and find completed agreements in the resident chart with Oathtrack document management tools.Keep paperwork organized and collect signatures by email.
No credit card required.
What you can do
Keep resident paperwork organized.
Store files for your team
Upload documents to Secure File Storage so staff can find and reuse them when preparing resident paperwork.
Request a signature by email
Upload a document or choose a stored file, then send it to the resident to review and sign.
Find the signed copy
Completed documents appear in the resident chart with the resident’s name, date, and signature.
- Find and reuse stored documents.
- Request signatures without printing paperwork.
- Keep signed copies in the resident chart.
How it works
Request and review signatures from the resident chart.
Open Chart Documents, then Document e-Sign. Upload a file or choose one from Secure File Storage and send it to the resident. They receive an email to review and sign it; the completed copy appears in their chart.
View setup instructions
Open Chart Documents, then Document e-Sign. Upload a file or choose one from Secure File Storage and send it to the resident. They receive an email to review and sign it; the completed copy appears in their chart.
- Upload a document or choose an existing file.
- Send the document to the resident for signature.
- Review the signed copy in their chart.
Before you get started
Plans & common questions.
Secure File Storage is included in every plan. Resident document e-signatures are included with Professional and Diamond.
Compare plansWhere does the signed document go?
After the resident signs and submits it, the completed document appears under Chart Documents → Document e-Sign in their chart.
Can residents upload files directly to their chart?
Only staff can upload documents to the resident chart. Residents can share files and photos with staff through Oathtrack Chat, included with Diamond.
Ready to get started?
See how Oathtrack works for your home.
Start a free trial, or book a guided demo with our team.
No credit card required.