Note: You must have authority to add, edit, delete or update an Attachment.
To add an Attachment:
With the Policy Information screen open, select Attachments on the Quick Links Tree View. In Claims, select the Attachment tab on the Claim Loss Notice screen.
Select the Browse button.
Locate the directory in which the document is stored.
Highlight the document to be attached by clicking it once.
Choose the Open button.
When the Grid View is shown, click Add.
The document displays in the spreadsheet.
Special Note! Multiple Attachments can be added at the same time. After clicking the Browse button, users can select multiple files in the Open File Dialogue. After selecting the files, clicking the Add button adds them as Attachments.
Select the pencil icon to open the Update Attachment screen.
In the Name field, enter the new name. (Note: You do not have to enter the file name's extension. The original file extension is retained if the new file name does not already have an extension.)
If you wish to update the contents of the file, select the Yes radio button. The existing file name is replaced with the name of the file selected for updating the contents. Browse to the directory / file you wish to use for updating the Attachment. Highlight the Attachment and click Open.
Click Update. If you are updating the contents of the file, you will receive a confirmation screen. Answer Yes to the question:" The extension <.Name of new extension> does not match the original extension. Do you want to proceed? The Attachment name will be changed to the name of the file you have selected."
When the Attachments screen is returned, the new name appears in the Description field in the Grid View with the thumb nail.
The Attachment opens for viewing.
To delete an Attachment from a policy, claim or client account:
Click the X next to the Attachment being deleted.
Answer Yes to the question: "Delete <FILE NAME>?"
The Attachment is removed from the spreadsheet.