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Catholic Office

Sacramental & Event Files Overview

CatholicOffice provides a comprehensive case-management system for tracking all sacramental preparations and major parish events from initial inquiry to completion.

Supported File Types

CatholicOffice includes dedicated modules for:

  1. Marriage Files (/marriage-files): Full canonical tracking, bride/groom records, liturgy planning, dispensations, and rehearsals.
  2. Baptism Files (/baptism-files): Infant and child baptisms, godparent verifications, online public parent registrations, and certificates.
  3. Quinceañera Files (/quinceanera-files): Candidate profiles, mass details, formation checklists, and coordination.
  4. Funeral Files (/funeral-files): Mortuary & cemetery coordination, family contacts, vigil/rosary/mass planning, and clergy assignments.
  5. Facility Rental Files (/rental-files): Parish hall and facility bookings, contracts, insurance compliance, security deposits, and room setup notes.

Core Features Shared Across All Files

Every sacramental and event file shares a standardized interface:

1. Requirements & Document Checklists

  • Customizable Parish Templates: Administrators can define default requirement checklists tailored to diocesan norms (e.g., certificates, canonical forms, prep classes, sponsor affidavits).
  • Role Assignments: Assign requirements to specific parties (Bride/Groom, Mother/Father/Godparents, Deceased, Renter, or Joint).
  • Status & Attachments: Track item status (Pending, In Progress, Completed, or Waived) and upload digital PDF/image copies.
  • For detailed setup instructions, see the Setting Up Checklists & Supported Languages guide.

2. Multi-Language Support

  • Parishes can add any custom Supported Languages (Spanish, Vietnamese, Portuguese, Tagalog, French, Polish, Latin, Bilingual) and set a parish default language.
  • Select the preferred language on any case file or let parents choose on public registration forms.

3. Integrated Financial Ledger

  • Real-time tracking of itemized fees (church donation, presider stipend, musician/cantor, cleaning deposit).
  • Record payments (Cash, Check, Credit Card, Online), track partial balances, and print official parish receipts or financial statements.
  • Seamlessly feeds into the centralized Accounts Receivable Ledger.

4. Collaborative Notes & @Mentions

  • Staff and clergy can log progress notes, call logs, and pastoral meeting notes.
  • Use @Name to tag other staff members or priests, instantly notifying them and linking directly to the file.

5. Liturgy & Schedule Coordination

  • Track dates, times, and rehearsal schedules.
  • Assign celebrants, concelebrants, and deacons directly to the file.

6. Printable Folders & Cards

  • Generate customizable printouts for priests, deacons, and front desk binders with one click.