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Status Gathering interest
Workspace Case Management
Categories Documents
Created by Guest
Created on Jul 9, 2025

Sub Folders in Standard Forms

Sub Folders would allow us to add many more forms but have them organized per subject so they would be easier to find in a long list of forms

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    Subfolders for Standard Forms

    Being able to put Standard Forms into subfolders for when there are several forms a funeral home needs in the Case Information side section without the list starting to take up a lot of the page.
    Guest about 1 month ago in Case Management / Documents 0 Gathering interest