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5 articles
There are two ways to filter your list in the Claims page: Filter claims with the Search bar Type a claim name, claim number, status, owner name, or reference number in the Search bar. The list finds…
Updated 4 years ago
On the Claims page, click the add button. If you have multiple claim templates, select one from the Account menu. Click Next. Fill out the fields and menus with the required policy information. Click…
Updated 4 years ago by Arianne G.
Click Claim s in the left-hand navigation. Select a claim from the list. Click the edit icon that appears on the right. This opens the claim. Alternately, you can also double-click a claim to open it…
Within a claim, click the Media tab. Click ADD MEDIA. Select one or more files to attach to the claim. Click Open. A thumbnail of the file appears at the bottom of the page along with the date it was…
After you create a claim, you can add multiple estimates to it from the Estimates tab. Each estimate is composed of two parts: scope of work and pricing. The scope of work includes factors such as ro…
Updated 3 years ago
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