Skip to Main Content
đź’ˇ Share your Ideas!
Status Planned
Workspace Planning Center
Created by Tarrence Price
Created on Oct 17, 2024

E-Signatures - Case Files

Hello,

I think that it would be useful for funeral directors if once a form was completed and signed for, they had the ability to add it to case files. Perhaps there can be a button to "add to case files" when you click the elipses or check the box for multiple forms. Currently, they have to download the forms and then move them. I've attached a screenshot for the new button placements.

  • Attach files