Adding Attachments to Claims

Account managers can view and add attachments to claims to show supporting evidence for the customer’s request.

This task is a step in Process of Managing Claims.

To add or edit attachments to a claim record

1. Navigate to the Settlements screen, then the Claim List view.

2. Drill down on the Claim ID field hyperlink for a claim.

3. Click the Attachments view tab.

4. To add a new file attachment, click New File, navigate to the file, select it, and click Open.

   The attachment appears in the Attachments list.

5. To add a new URL attachment, click New URL, enter the URL in the URL file, and click Add.

   The attachment appears in the Attachments list.