Files Tab

The Files tab contains the documents, images, and other files associated with a claim. Use it to upload and organize files, create selected downloads, and share files outside Claim Mosaic.

File and Folder Management

• Upload Files: Upload one or more files by dragging them onto the page or clicking Upload Files.
• 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: Sort by Name or Date Uploaded, then use the direction control to switch between ascending and descending order.
• Preview Files: Click a file to open its preview. Images and supported media open in the gallery.
• View Details: Use View Details on a file or folder to see its name, description, creator, dates, and size. File details also show the current folder. From the details panel, you can rename the item, edit its description, download it, or delete it.
• 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. From Main Files, you can also drag a file onto a folder.
• Download All Files: Click the download arrow in the toolbar to export the claim’s files as a ZIP file. Hover over the icon to see Download All Files.

Select, download, and share files

1. Click Select Items.
2. Select individual files or folders. You can also click Select all for the items currently shown. Your selection remains active while you open folders and add more files.
3. Click the Download arrow in the toolbar to download the selected files as a ZIP. Selecting a folder includes the files inside it.
4. To share the selection, click the share icon in the toolbar. Hover over it to see Share Link. This action is available to users who can update the claim.
5. In Create Share Link, turn on Expiration or Password protection if needed, then enter the date or password. You can also add a note.
6. Click Create Link, then click Copy beside the generated link.

Review Claim Documents with Claim Agent

When Claim Agent is available for your account, you can ask it to review the claim’s policies, estimates, invoices, and correspondence. Describe the document or question you want to review, then check the supporting claim information before using the response.

Photo Report (Claims)

Open Generate in the claim header and select Photo Report.

1. Select the photos to include. Use Select All to include every photo or Deselect All to clear your selection.
2. Choose 1, 2, or 4 photos per page.
3. Click Generate Report.
4. Keep the window open to watch progress, or close it while Claim Mosaic continues processing. When the email option is available, you can request a download link that expires after 24 hours.
5. When the report is ready, review the preview and click Download.

If you closed the report window, open the bell in the top bar, select Photo report ready, and click Download report. See Notifications for more.

Document Generation

Feature Availability

Document Generation is available on the Professional and Enterprise tiers.

Use Document from Template to create a document from a pre-configured template, such as a Letter of Representation (LOR).

1. Open Generate in the claim header and select Document from Template.
2. Select a template from the sidebar.
3. Review the template sections. If the template contains required PDF sections, upload a PDF for each one.
4. Claim Mosaic merges the current claim’s data, such as the policyholder name and policy number, into the template.
5. Click Preview to inspect the result or Download to save the generated document.

E-Signatures

Feature Availability

E-Signatures are available on the Enterprise tier.

Templates that require signatures include a Signature section in the document viewer.

1. Open Generate, select Document from Template, and choose a template that requires signatures.
2. In the Signature section, select the contacts who need to sign.
3. To require signatures in a specific order, enable Request Signatures in Order and arrange the recipients.
4. Click Send for Signature.

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.