Batch
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      1. Passare
      2. Business management
      3. Batch

      Create a batch form

      Download and print a form for multiple cases and locations.

        Jump to:

        Add a form to a batch

        To get started go to Admin > Documents > Templates

        Select the form

        Under Batch Form Type select Duplicate the Entire Form for Each Case.

        Choose the Form Category and Save.

        Form Settings

        If you don't see an option for batch forms, it means it's a global form and only the Passare team has access to it. Let us know if this is the case and we can add it to batch forms.

        Create and filter a batch

        From the main menu, select System > Batch Forms

        Select the Form you added to batch.

        Choose a form

        Next,  select which specific cases you'd like the form to be printed for by making selections in the Filters section.

        Filters section of form

        Include contract changes 

        You can choose to include contract changes by selecting Other options > Include contract changes on SFG

        select other options and include contract changes on SFG

        Filter Tips

        • The Date Range is based on Date to Filter On. For example, if you select the Death Date as the Date to Filter On and Past Month as the Date Range, it will pull all the cases whose date of death is from the previous month. However, if you select Case Created Date as the Date to Filter On, it will pull all cases that were created the previous month.
        • Due Date relates to Invoices. If you want to see all invoices that are 30 days past due, you can select "30," etc. Be sure to have a Due By selected on the Payments & Adjustments page for this to work!
        • Outstanding Balance can also be helpful for invoices. If you select yes and positive, you'll pull all cases in the date range selected that have an outstanding balance and still owe an amount.You also have the option to select cases without a balance or all cases.

        Run a batch

        Once you've made your selections select Run Batch Forms.

        Run batch forms under delivery method

        You can also Save Configuration if you'd like the Batch settings to be saved for future use and found under Saved Configurations.

        Saved Configurations under Batch Forms

        After Running Batch Forms, go to System > Download Center from the main menu.

        As the batch is downloading, it'll show up in the In-Queue section and in Ready for Download when it's ready.

        From there, you can Download, save, or email the batch.

        Ready for Download and In-Queue section in Download Center

        Batch forms are sorted alphabetically by branch. Then, they are sorted alphabetically by the last name on the case.

        Need Help? Email us or call 1-800-692-5111!