Edit a form
Need to change a form? No problem! Quickly edit forms in just a few steps.
You can edit only forms listed in Admin > Documents. For help with any other documents, please contact Passare Support.
First, click Settings from your navigation menu.
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Then go to Documents > Templates.
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Find the Document you would like to edit and select the Download icon.
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Access the document in your Downloads.
You may need to Enable Editing before you can edit the document.
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Make your desired changes.
Save the Document to your computer.
Go back to the document page in Passare, and select the original document.
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Check Show as Standard Form if you'd like this document to appear in the case sidebar.
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Click Upload New Version in the top right corner and select the file you saved to your computer.
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Once the document uploads, double check the form.
To review the form, select a case from the Case Reference dropdown.
Select Download Template Preview.
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Once you confirm your changes, your updated document is ready for use!
Need more information?
Need help? Email us at support@passare.com or call 1-800-692-5111.