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Document Library - Client Specific


The Document Library is a way to conveniently store commonly used documents.  The library assists users in locating documents easily such as policies, forms, etc.  Only an Admin within your company can add documents to the library.  Documents can be added to the document library either from within the Settings page or from within a Client Company.  

Documents uploaded via the Settings page will be accessible for every claim from the Manage Claims Page.  Documents uploaded via the Companies page, will only be accessible for claims under the client company in which they were uploaded for.  

Uploading Client Specific Documents to the Library


Documents that are uploaded from within a Client Company would be forms, policies, endorsements, etc. that are specific to that company.  To upload a document specific to a client, follow the instructions below:


1. Click on Companies

2. Search for the Company in which the documents need to be added for, then click Enter on your keyboard

3. Click on the Company Name

4. Click on Special Instructions

5. Click on Upload New Document

6. Select the Category from the drop-down menu

7. Type the Document Title

8. Click on Choose File and locate the document from your desktop or folder on your computer

9. Click Upload Document


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