Overview
The Doc Library is a way to store commonly used documents. This Library will need to be set up by an Admin within your company and is accessible from every claim from the Manage Claims page for users of all access levels. It is recommended to create the Library Categories to assist users in locating the correct documents easily. Documents can be uploaded from either within the Settings page or from within a Client Company for forms and documents that are specific to a Client.
Viewing Document Uploaded in Settings
Documents that have been uploaded can be viewed from either the Manage Claims page or the Settings page for Administrators. To view the documents from the Document Library Category Setup section on the Settings page follow the instructions below:
- Click on Upload and manage documents
- Choose the correct Category by clicking on the drop-down arrow
- Click on Go and
The document will open in a window and you will have the ability to download, rotate, print and delete the document.
Viewing Document Uploaded in Manage Claims
Documents that have been uploaded can be viewed by all User Levels from the Manage Claims page. Follow the instructions below for viewing documents in the Manage Claims page.
- Click on Doc. Library
2. Select the Category by clicking the drop-down
3. Click on Click to view documents
4. The documents within that Category are displayed and you can click on the Description to open the document.
5. You can also attach a copy of the document to the Claim File by clicking on the paperclip icon.
