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eSignatures - Ability to Rotate and Resize Uploaded Files

When uploading documents for eSignature, there are often times when the files are either rotated incorrectly, or just too large to see everything within the eSignature editor. Some Funeral Homes don't have Adobe or anything to properly rotate or r...
Guest about 2 months ago in Case Management / Documents 0 Future consideration

Allowing Information that is mapped into a form be changed in eSignatures

It was requested that information from a case that is pulled into a form by mapping be allowed to edit or remove when drawing up the document up in eSignatures. Sometimes names are pulled in on certain signature lines b/c the form is mapped for a ...
Jennifer Jenson 3 months ago in Case Management / Documents 0 Future consideration

Adding filtering ability to e-signature widget

Ralph Schugar funeral home has requested the ability to see both completed and incomplete e-signature documents on the e-signature widget. Adding the ability to filter the different statuses and also not lose the completed forms from the widget al...
Chloe Jonas 6 months ago in Case Management / Documents 0 Future consideration

Add more role tags for ESignature 2.0 Mappings

Several of my funeral homes have documents that require multiple Next of Kin to sign. Currently we have "Role - Next of Kin" for mapping the ESignature to NOK1 but we need to be able to do at least 6 NOK's. This is for Washington and New Jersey cu...
Julie Hofmann about 1 year ago in Case Management / Documents 0 Future consideration

Link document templates to checklist

Now that we have a check list dashboard I find that many of my check list items are forms or checks that need to be printed. It would be a huge time saver if the form for that checklist item could be linked to the task and appear on the dashboard ...
Guest over 1 year ago in Case Management / Documents 0 Future consideration

Indiana DC worksheet

Indiana DCs have up to 4 potential “Cause of Death” lines, but also offers another section for the Certifier to enter “Significant Conditions Contributing to Death”. Can such a box be added to the Vital Stats page, directly under the Cause of Deat...
Guest over 1 year ago in Case Management / Documents 0 Future consideration

branch assignment option for documents

We have a lot of funeral homes that have specific documents per branch. For example, a different contract for each branch. or branches that are in different cities/states require different forms. Being able to assign forms to only certain location...
Madison Hicks almost 2 years ago in Case Management / Documents 0 Future consideration

search ability on Field Name for mapping

Love that we can now search the mapping options when creating a document. Could there be a way to search the Field Names? I have a couple of PDF documents that have 10+ pages of fields (many don't map, but I want to be able to type into the docume...
Holly Stammis about 2 years ago in Case Management / Documents 0 Future consideration

Automatically log user, date and time a form is printed.

Passare already automatically tracks contract changes as well as the user, date and time an item is checked off on checklists -- for cases with many hands involved, it would be incredibly beneficial to see if, say, a flag request form had been pri...
Joe Laedtke over 2 years ago in Case Management / Documents 1 Future consideration

Blank Form Mapping To Default to Blank Instead of No

Whenever you are mapping a form there is no way to have it default to a blank spot for a Yes or No answer. For example if I wanted an area to be blank but still have the mapping for when the data is marked as yes/no it will automatically put in a No.
Guest over 2 years ago in Case Management / Documents 0 Future consideration