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 ...
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
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.
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...
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...
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...
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.
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 ...