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Create Planning Center Originated documents to show in separate section

Create a tab on the Case Files page to separate files that originated from the Planning Center. Ideally, there would be 3 tabs: 1 for ALL Case Files, including files from the funeral home and the planning center, 1 for case files added only by the...
Madison Hicks 2 months ago in Case Management / Files 0 Future consideration

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 4 months ago in Case Management / Files 0 Future consideration

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 8 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 10 months ago in Case Management / Files 1 Future consideration

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 over 1 year ago in Case Management / Files 0 Future consideration

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 almost 2 years 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 about 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 about 2 years ago in Case Management / Files 0 Future consideration