Files Tab

The Files tab is the central repository for all documents, images, and other files associated with a claim. It provides a robust system for file management, document generation, and secure sharing.

File and Folder Management

• Upload Files: You can upload one or more files by dragging and dropping them onto the page or by using the Upload a file(s) button.
• Create Folders: Keep your documents organized by creating folders. Click the New Folder button to add a new folder to the claim.
• Choose a View: Switch between Grid and List view in the Files toolbar.
• Sort Files: Use the sort selector in the Files toolbar to change file ordering.
• Preview and Download: Click on a file to see a preview (for supported file types like PDFs and images) or to view its details. From the preview or details pane, you can download the file to your local machine.
• Move Files Between Folders: Open a file’s details and use the Folder field to move it to another folder or back to Main Files.
• Download All Files: Use Download All to export all files in the claim as a ZIP file.

Photo Report (Claims)

Use the camera icon in the claim Files toolbar to generate a photo report PDF.

1. Click the Photo Report icon.
2. Select the photos to include.
3. Choose a layout: 1, 2, or 4 photos per page.
4. Click Generate Report, then download the PDF.

Document Generation

Feature Availability

Document Generation is available on the Professional and Enterprise tiers.

The Generate a Document feature allows you to create new documents from pre-configured templates. This is perfect for standard communications like a Letter of Representation (LOR).

1. Click Generate a Document.
2. Select a template from the dropdown list.
3. The system will merge the current claim’s data (e.g., policyholder name, policy number) into the template and generate a new document.
4. You can then preview the generated document and download it.

E-Signatures

Feature Availability

E-Signatures are available on the Enterprise tier.

After generating a document, you can send it for electronic signature directly from the platform.

1. Generate a document using a template.
2. In the document preview window, click the Request Signature icon (looks like a fountain pen).
3. In the Signees section, select the contacts who need to sign the document.
4. Customize the email Subject and Body if needed.
5. Click Send.

The selected contacts will receive an email with a secure link to review and sign the document electronically. The signed document will be automatically saved back to the claim’s files.