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Status Future consideration
Workspace Case Management
Categories Documents
Created by Madison Hicks
Created on Feb 17, 2023

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 locations would be extremely helpful in streamlining the templates list.


ideally would function similar to the price list, in that all forms default for all locations until specified otherwise.

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