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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 3 months 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 5 months ago in Case Management / Documents 1 Future consideration

Customize Checklist Print

I need the ability to add customization to the print view of the checklist by adding service information fields at the top or next to the deceased name. Much more important than company logo. smile I have it on my list to try a custom document and...
Elizabeth Reed 10 months 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 8 months ago in Case Management / Documents 0 Future consideration

Seeing in Global or in a Super Admin Only view in a FH's Documents a List of all Global Forms a FH is on

It would be a big time saver/ help if I could see in Global Forms all the global forms a FH has access to. That would keep me from having to do a lot of back and forth between the FH templates and global forms and make it much easier and faster to...
Anna Andrews 10 months ago in Case Management / Documents 0 Future consideration

Authorization for cremation

The Authorization for cremation form printed item 14 with calling hours for a death scheduling a memorial service that needed the ashes. The body present box was checked no on the services screen for Mark Mahoney. They same spot was blank for call...
Guest 11 months ago in Case Management / Documents 0 Future consideration

Decouple SFG Sections and SFG Tags

If I use an SFG section for a document I cannot use an SFG tag for a separate document. Please allow both of these functions to work regardless of whether one is being used or not. An example would be using an SFG section for an at-need contract a...
Guest about 3 years ago in Case Management / Documents 0 Future consideration