- Passare Pro
- Case management
- 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](https://support.passare.com/hubfs/image-png-Oct-19-2020-04-23-20-80-PM.png)
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](https://support.passare.com/hubfs/image-png-Oct-19-2020-04-26-15-68-PM.png)
![Templates page](https://support.passare.com/hubfs/image-png-Oct-19-2020-04-26-15-68-PM.png)
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](https://support.passare.com/hubfs/image-png-Oct-19-2020-04-28-11-66-PM.png)
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.