Share files in Passare
Select files in the decedents case to Show in Planning Center for the family to view or select Get Signatures for the family to sign documents in Planning Center.
To learn more, see Getting Started with eSignatures.
Share files and photos in Planning Center
Have the family add files or photos to use during the service. Any files or photos they add will show under Case Files in the decedent's case.
Select the Add files or photos button in Planning Center.
Select files and photos or drag and drop straight from your desktop.
Sort by file name, file type, or the person who uploaded the files. 
Rename or delete files.
Limit the number of files & photos added to Planning Center
In Passare, go to Settings and open Branding under Planning Center. Enter the file limit in the Organization Defaults - Files and Photos section.
The family will see a message in Planning Center when they've reached the file limit.
Lock Files & Photos
From inside a case in Passare in the Lock Planning Center section, select Files & Photos and choose the date to lock the page in Planning Center.
The family will see a notification in Planning Center informing them Files & Photos have been locked and to contact their funeral director.
Need more information?
- Schedule & Share Events in the Planning Center
- Manage Planning Center Notifications
- Getting Started with eSignatures
Need help? Email us at support@passare.com or call (800) 692-5111.