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7 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 ye...

Created 16 Mar 03:12pm by Jessie Goggans

Case Management / Documents

0 Planned
9 Vote

Versioning for Global Forms

Internally, we need to be able to have controls around versioning of forms that customers wouldn't see. This will prevent us from having to use names such asSFG 5E Legal with Texas Disclaimers and allow us to use "Funeral Contract" which is what f...

Created 22 Apr 06:59pm by Kelsey Swearingen

Case Management / Documents

0 Future consideration
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 StatusI can't search for it by typing "mar". ...

Created 2 Jun 04:11pm by Erin Merriott

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
6 Vote

Payment Due By + 60 Days

Would love to have a tag that calculates the payment due by date + 60 days for the contract.

Created 5 Mar 09:29pm by Guest

Case Management / Documents

0 Future consideration
3 Vote

Signature Pad used during arrangements

Would be nice if Passare offered a means to electronically allow a customer to sign documents WHILE present at the arrangement meeting. We purchased these signature pads (Topaz esign, not terribly pricy) to use on laptops similar to those used at...

Created 3 Nov 06:13pm by Elizabeth Reed

Case Management / Documents

2 Future consideration
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
1 Vote

Forms :: Preview Option (prior to downloading form)

It would be great to have the ability to preview a form prior to downloading it to your machine. That way, users can confirm desired form and check for errors that can be fixed prior to downloading.

Created 23 Nov 06:43pm by Jennifer Noack

Case Management / Documents

0 Future consideration
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