External Portal

The External Portal is a secure, view-only portal that allows you to share claim progress and key details with external stakeholders, such as the policyholder or an attorney, without giving them full access to the system.

Manage Portal View

This admin page gives you complete control over what information is visible in the portal. Using a simple drag-and-drop interface, you can:

Select Visible Fields: Choose exactly which fields from the claim record are displayed to external users.
Reorder Fields: Arrange the fields in a logical order to create a clean and easy-to-understand view for your clients.

Allow Document Uploads

You can empower your clients and other stakeholders to contribute directly to the claim file by enabling document uploads.

Allow Documents Uploads: When this checkbox is enabled, users accessing the portal will see an option to upload files. Any files they upload will be automatically added to the Files tab of the corresponding claim record.

This feature is an excellent way to securely and efficiently receive necessary documents from your clients.