Request Documents From Families with Custom Tasks

You can now request file uploads directly on the organize page, using custom tasks.

This works just like the DD-214 task, but gives you the flexibility to request any files.

When creating a task, simply turn on “Support file upload” to allow families to securely upload files directly for that task.

What This Enables

You can now create tasks like:

• Upload Your Driver’s License
• Upload Insurance Documents
• Upload (Name)'s Social Security Card
• Upload Funeral Portrait

Files uploaded to a task:

• Are tied directly to that task
• Appear in case files
• Can be viewed and managed by funeral home staff

Families can upload files without needing access to general case files.

Improved Family Privacy

To better protect sensitive documents:

• Only funeral home staff and the uploader can view or download the file
• Other family members will see a message like: “Sarah Schmid uploaded a file.” without being able to download the file itself

The uploader can still view and delete their file as usual.

Why It Matters

This update gives you full flexibility to request exactly the documents you need, while keeping files organized, secure, and easy for families to share.

As always, reach out if you need help setting this up.