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Red Flag a case

On occasion, we have really touchy cases. Ones where an estranged (and sometimes deranged) family member is trying to get information they shouldn't have and could cause problems. Or ones where there's an ongoing murder investigation and reporters...
Holly Stammis 6 months ago in Case Management / Files 1 Future consideration

Ability to edit Case File Name

Would like to be able to right click on a case file and change the name of it.
Susan Grieco over 1 year ago in Case Management / Files 0 Planned

Ability to Preview Case Files

It would be very valuable to be able to Preview Case Files within Passare. Because the system allows files to be uploaded multiple times, it's difficult to decide what to keep and what should be discarded. Rather than opening each file individuall...
Guest 3 months ago in Case Management / Files 0 Future consideration

ESignature Files

PLEASE add the Esignature Files to the case file listing on the lower right side. Having to go in and look to see if there are any Esignature files is a PAIN.
Guest 19 days ago in Case Management / Files 0 Gathering interest

Make the drop down for multi-contract forms easier to differentiate.

When you click to download a form associated with a case the verbiage used verbiage that shows above the drop down and download button is confusing. It is unclear whether or not I am downloading a form above or below the one I click on. It is very...
Zachary Maikranz 11 months ago in Case Management / Files 0 Future consideration

Restrict ability to delete case files by user role

Restrict the ability to delete uploaded case files by user role, only allowing admins or other designated user roles the ability to delete those files. Would allow us to rely less on paper files and rely more heavily on Passare if we knew uploads ...
Melissa Steeber over 1 year ago in Case Management / Files 0 Planned