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Getting started with Mobile Case Files

View and upload case files in Passare Mobile to ensure critical information is accessible, even when you're away from your desk. 

Jump ahead

  • Access Case Files
  • Add and View Case Files
  • Edit and Download Case Files

✋ Make sure you’re running Passare Mobile version 3.5.0 or higher to access Case Files. See how to check which version you're running here.

Access Case Files

In Passare Mobile, open a case.

Mobile Case Listing

From the navigation bar, tap Files to see the files added to the case. Files added in the desktop version of Passare will also appear here.

Files tab in navigation bar

 



Add and View Files

You can tap the + (plus) button in the top right to add a file, or if no files have been added to the case, use the Add button under Case Files.

Add Case Files button on Case Files page


Choose a file from your phone or tap scan documents to open the scanner and add physical documents directly to the case.

Add Case Files options


Files that have been added will now be displayed on the Files page. Tap on a file to view the details.

Case Files page

Example of viewing a case file

 


Edit and Download Case Files


Tap the ellipses to the right of a file to edit or download the file. You can also add the file to the Planning Center or set primary and secondary obituary photos. 

Case Files ellipses

Case File actions

 

Need more information?

 

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