Create a batch form

Download and print a form for multiple cases and locations.

    Jump ahead:

    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!