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Please add ability to change case file document name in Passare.

I am forced to name the file correctly on my computer from my scanner and I would like the abilty to change a document from say _1_2_3SCAN to "Death Certificate."
Guest 11 months ago in Case Management / Documents 1 Planned

Allow pdf documents to be attached to the note section of checks

It would be helpful to attach invoices to the notes section of a check for quick reference between accounting and the funeral home.
Duane Morey almost 2 years ago in Case Management / Accounting 0 Future consideration

National VA Cemetery - FH ID Numbers

Just found out VA Cemeteries give ID numbers to FHs. I didn't know about this. My suggestion is to have a space in the location details of a FH location for this info, and then display it at the top of the Veteran Information Tab in any case that ...
Zach Moore almost 2 years ago in Case Management / Organization Info 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 12 months ago in Case Management / Documents 0 Future consideration

'Next Case' Arrow Button

While working inside a case, it would be helpful to have a "Next Case" button that tabs through each case as ordered on the Case Listing page. This is really helpful for firms closing out cases for month-end reports (like Vertin) and helps streaml...
Jessie Goggans almost 4 years ago in Case Management / Automations & Triggers 0 Planned

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 almost 2 years ago in Case Management / Documents 0 Future consideration

Merge Rolodex contacts

Rather than delete one contact, could there be a way to merge them?
Holly Stammis almost 2 years ago in Case Management / Rolodex 0 Future consideration

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...
Jessie Goggans almost 4 years ago in Case Management / Documents 4 Planned

Adding a Service Location Column on Dashboard

When setting up dashboard, could there be a service location column, so when Funeral Home is setting up whiteboard they are able to see where the service will be at a glance.
Guest about 2 years ago in Case Management / Admin 1 Planned

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.
Julie Hofmann about 4 years ago in Case Management / Documents 0 Planned