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2 Vote

Improving Selecting Memorial Content on Memorial Templates

When a Memorial Template is the at the end of list in the Templates, it can be difficult to select the Memorial Content. I have attached a screenshot of an example. You are not able to see the "Select" button. You need to scroll down on a specific...

Created 11 Nov 10:47pm by Devin Pauly

Case Management / Documents

1 Planned
2 Vote

Searching Document Tags/Mappings

It would be much more efficient if when creating a new document we could search for document mappings using any part of the tag name. Example: Need mapping for Marital Status; Tag Name: Decedent Marital Status I can't search for it by typing "mar"...

Created 2 Jun 04:11pm by Erin Merriott

Case Management / Documents

0 Planned
10 Vote

Forms Mappings Search

Can we create the mappings dropdown to be searchable by keyword? Right now you have to search the exact mapping, which is difficult since there are so many versions of similar mappings. For example, to find a mapping pulling last 2 digits of the y...

Created 16 Mar 03:12pm by Jessie Goggans

Case Management / Documents

0 Planned
2 Vote

eSignatures / Incorrect NOK Ordering

We are needing a solution for eSignatures corresponding to incorrect NOK mappings. Right now when there is a section of multiple fields for signatures, we map signature & contact info for NOK1, NOK2, NOK3, etc. Currently there is no indicator ...

Created 2 Nov 05:07pm by Jessie Goggans

Case Management / Documents

0 Planned
4 Vote

Editing Document Before Sending for eSignatures

There are many situations when a document is not (and cannot be) fully populated when generated from Passare. Perhaps Passare does not track the field(s) needed on a specific form, or other edits need to be made before sending for signatures. It i...

Created 26 Oct 04:59pm by Jessie Goggans

Case Management / Documents

4 Planned
4 Vote

Shrink the File Name column or make it wrap when working on documents so it is easier to download the YAML or original form

When working on documents, you have to either zoom out in order to see the document name and the download YAML or Original document button. If we could shrink or wrap the file name column, it would be much easier to see what document is on what row.

Created 9 Oct 07:58pm by Julie Hofmann

Case Management / Documents

0 Planned
1 Vote

Have documents selected for eSignatures save when going to the next page of documents.

It would be nice to have the documents selected for eSignatures on the first page save when going to the next page of documents. Currently when you select documents for eSignatures on the first page and then move to the second page of documents (i...

Created 15 Sep 01:34pm by Reagan Biggs

Case Management / Documents

0 Planned
1 Vote

Add the tag to the Clergy Record document for Location Name with Address

As a user, it would be helpful to be able to have a tag that adds the location name with address to the Clergy Record document. This would help distinguish between locations that have similar names.

Created 16 Apr 03:33pm by Product Team

Case Management / Documents

0 Planned