Siebel Insurance Guide > Managing Claims >

Attaching Claims Documentation (End User)

Adjusters use the Claims screen, then the Attachments view to attach documents associated with a claim, for example:

• All Claims. Statements, photographs, scene diagrams, state statutes, payments, estimates.
• Auto Claims. Ticket disposition, uninsured: subrotech information.
• Property Claims. Proof of loss.

This task is a step in Process of Managing Claims.

To attach claims documentation

1. Navigate to the Claims screen.
2. In the Claims list, drill down on a claim.
3. Click the Reports/Documents, then the Attachments view tab.
4. In the Attachments list, create a new record, and complete the necessary fields.