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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.

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    • Toria Tomlinson
      Jun 9, 2025

      This would be so helpful!

    • Crystal Van Orsdel
      May 5, 2025

      100% agree