Tasks help guide families through what you need from them. With file upload support, you can now request documents directly through tasks and keep everything organized in the case.
This article explains when to use file upload tasks, how to enable them, and how file visibility works.
When to Use File Upload Tasks
Use file upload tasks anytime you need a family member to share a document, such as:
A driver’s license
Insurance paperwork
A Social Security card
Any case-specific document
Files are uploaded directly to the task, so there is no need to request documents by email or separate uploads.
How to Enable File Uploads on a Task
You can enable file uploads when creating:
A one-off task on a case
A task in a workflow
A task created by a family member
When creating or editing a task:
Enter the task name and details
Turn on “Support file upload”
Make sure “Make Task Visible to Family” is enabled if the family needs to upload the file
Save the task
Once enabled, files can be uploaded directly within the task.
What Families See
Families will see an option to upload files directly on the task.
Families can:
Upload one or more files
Upload files without access to general case files
Multiple family members can upload files to the same task
File Security
To protect sensitive documents:
Only the uploader and the funeral home can view or download the file
Other family members will not see the file itself
Instead, they will see a message like:
“Bob uploaded one file.”
Families will NOT be able to see your general case files, uploaded by the funeral home or other family members. Families can only see the files they uploaded themselves.
What Funeral Home Staff See
When a file is uploaded:
It appears on the task
It also appears in case files
Staff can view, download, and delete the file
Managing Uploaded Files
Files can be deleted by:
The person who uploaded the file
Funeral home staff
Best Practices
Use clear task names and descriptions so families know what to upload
Enable file uploads only when documents are needed
Use task-level uploads for sensitive files instead of email
Need More Help? 👋
If you need help setting this up, our team is happy to assist. Chat with our team anytime. Or give us a ring at (208) 908-0488.