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Document Library for Adjusters

 

Document Library for Adjusters

Last updated: 6/3/2020

 

Overview 

 

The Doc Library is where you will find the Client Instructions, Policies, Forms and Endorsement or any other documents your Company has uploaded for employees to view. To view the documents and attach them to the file follow the instructions below:

 

  1. Click on Doc Library
  2. Select the Category for the form you are looking for by clicking the drop down
  3. Click on Click to view documents

 

Once you have Selected a Category the list of documents will appear.  You then have the option to view the document or attach it to the file.  

 

  1. To view the document, click on the Description of the document and it will open.
  2. To attach the document to this file, click on the paperclip Icon. You will get a message asking if you are sure you want to attach this document to the file.

 

 

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