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Set file order when sending documents for e-signature.

Dear Passare Team, First off, I want to say that I absolutely LOVE Passare! I'm continually impressed by its depth and functionality, as well as the excellent support from your team. I’m truly grateful for this program and feel fortunate to work a...
Ilex Climenhaga 29 days ago in Case Management / Files 0 Gathering interest

Order of Forms in eSignature Dropdown

I am not sure how the documents are currently ordered in the eSignature dropdown but Einan's at Sunset would like to be able to specify the order by category. They have a lot of forms under "Arrangement Forms" and they currently have to scroll to ...
Julie Hofmann 5 months ago in Case Management / Files 0 Future consideration

saving files

It would be really helpful if we could save existing folders into the case files without separating out each document within the folder
Guest 7 months ago in Case Management / Files 0 Future consideration

Ability to Delete Completed eSignatures Forms

There are cases in which there is a guardianship for a decedent, but later on the Next of Kin take over responsibilities, thus making them the one who needs to sign forms. The old ones would need to be deleted as they are no longer accurate. Havin...
Guest 9 months ago in Case Management / Files 0 Not being considered

Date file was added

It would be helpful if the case files showed when they were added so if a family adds additional photos, i know which ones are new so that i can download just the news ones to add to a slideshow video
Guest 10 months ago in Case Management / Files 0 Planned

Dropdown Case Files

When there are a lot of files/photos on the case files sidebar, if there could be an option to have a dropdown of the files, this way they are all compacted.
Guest about 1 year ago in Case Management / Files 0 Future consideration

VA Headstone or Marker Form (Emblem of Belief)

The VA Form, Claim for Standard Government Headstone or Marker on the Veteran Information Page in Passare. In the Desire Emblem of Belief, there is a radio button for Latin Cross. There is no Latin Cross on the form, if on Passare if it could inst...
Guest over 1 year ago in Case Management / Files 0 Planned

Ability to see who adds an attachment/case file and when.

Having the ability to see who adds a case file and when they add it would be extremely beneficial. There are situations where you may need to ask somewhere where they got the file or how they got it, and with a bunch of employees it's really hard ...
Guest over 1 year ago in Case Management / Files 0 Future consideration

Photo on Case Listing

Please consider adding the photo at the top of each case listing next to name, dates, case identifier so right as you open a case or while you're working on the different pages, the primary photo would always appear.
Guest almost 2 years 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 almost 2 years ago in Case Management / Files 0 Future consideration