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      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 easily download and print documents.
      Standard Forms in sidebar
       
       
      If there is a form you use that's not located under standard forms or a form that you would like to remove follow the steps below.
      Go to Admin > Documents.
      Select the Document you would like to edit.Templates page
       

      Note: If you don't see the document listed here, it's probably a global form, which will need to be edited by Customer Support. Email us at support@passare.com or call 1-800-692-5111!

       
      Check or Un-Check the box for Show as Standard Form.
      Save!
      Show as Standard Form checkbox in Template Preview & Settings
      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.