Store & Upload Case Files

Store Case Files in Passare! No more storing years of paper files or misplacing them on your desk.You'll have everything you need in one convenient place.

Upload Case Files:

Open the case, and find Case Files on the right sidebar.

It's located on every page within a case!

Case files section

 

To upload a case file, Drag And Drop the file into the gray box.

Drag and dropping a pdf

 

You can also select the gray box and choose documents from your computer, laptop, or tablet.

Choose the file you want to upload and Open.

Locating a file from the desktop

Locate Case Files:

Not only can you see the case files on the sidebar of every page within the case.

You can also locate the files under Documents > Case Files.

Here you can find all of the files you've uploaded for the case.

Case Files under documents

 

To make it even easier we also provide a shortcut, select the arrow to Go To Case files, from any page within a case.

Arrow to go to case files

Share Case Files with Families:

Any file you upload can also be shared with the family through the Planning Center

Check the box for Show in PC if you want the document to appear in the Planning Center for the family to view.

Box checked for show in planning center

 

To share documents for the family to sign electronically, see Getting started with eSignatures.

 

If the family uploads documents in the Planning Center, they'll also show up under Case Files, for you to see. 

 

 

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