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Status Gathering interest
Workspace Case Management
Categories Case
Created by Julie Hofmann
Created on Aug 9, 2024

Ability to bypass multiple signature/initials based on roles

Einans at Sunset would like a quicker way to bypass signatures and initials if there is not a family member that has the role assigned to that field. Example; their direct cremation form asks for initials from NOK1, 2, 3, and 4 but if they only have an NOK 1 they either have to click all 27 boxes individually to say "no signer required" or delete all 27 boxes. They would like to know if we can create an easier way to accomplish this.

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