Documents
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      1. Passare Pro
      2. Case management
      3. Documents

      Manage standard forms

      Add or remove documents from your standard forms for easy access within a case.

      Standard forms

      Standard forms are located on the sidebar of every page within a case. They can be used to download and print documents easily.
      Standard forms section in case sidebar
       
       
      To add or remove forms on this list, click the Settings icon from your navigation. 
      Settings icon
       
      Go to Documents > Templates.
      Documents > Templates
       
      Select the Document you would like to edit.
      List of editable documents
       

      If you don't see the document listed here, it's probably a global form that our Support team will need to edit. Email us at support@passare.com or call 1-800-692-5111 for help.

       
      Check or uncheck the box for Show as Standard Form and save.
      Show as Standard Form setting
       
      That's it! The template will either be added or removed from your standard forms.

       

      Need more information?

      Need help? Email us at support@passare.com or call 1-800-692-5111.