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Status New
Workspace Case Management
Categories Notes
Created by Guest
Created on Feb 24, 2025

Consolidating Notes into a PDF Under Standard Forms

My idea is to create a PDF file that automatically consolidates notes from across the Passare case, organize them by Overview, Documents, Decedent, Arrangement, Care Center and Financials, and have it available under Standard Forms so we don't have to hunt every nook and cranny for notes. It can all be in one place. Forms like the "Hearse Driver Info Sheet" already does this to an extent but I think it would greatly help my fellow employees here at Bliley's if we can look at everything all in one place.

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