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.