Policyholder: View, add, share and download files
View files in your claim
- Select Files from your Main menu.
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- Click a file for a larger view or to see its description
Add files
From the dashboard
- Select Add files in the Welcome card on your dashboard.
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- Select the team members with whom you want to share the files.
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- Add files using the Drop files here or click to browse button.
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- Add a description to the file. (optional)
- Select Add.
From the Files tab
- Select Files from your Main menu.
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- Select Add files.
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- Select the team members with whom you want to share the file.
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- Add files using the Drop files here or click to browse button.
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- Add a description to the file. (optional)
- Select Add.
Share files
Share a single file
- Select Files from your Main menu.
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- Select Open file options menu
on the file you want to share.
- Select Share.
- Select the team members with whom you want to share the file.
- Select Share.
Share multiple files
Option 1
- Select Files from your Main menu.
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- Select the tickboxes of the files you want to share.
- Select Share selected files
near the top of your screen.
- Select the recipients with whom you want to share the files.
- Select Share.
Option 2
- Select Files from your Main menu.
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- Select Share all
near the top of your screen.
- Select the team members with whom you want to share the files.
- Select Remove file
on the files you do not want to share.
- Select Share.
Share all files
- Select Files from your Main menu.
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- Select Share all
near the top of your screen.
- Select the team members with whom you want to share the files.
- Select Share.
Download files
Download one file
- Select Files from your Main menu.
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- Select Open file options menu
on the file you want to download.
- Select Download.
Download multiple files
- Select Files from your Main menu.
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- Select the tickbox on the file you want to download.
- Select Download
.
Download all files
- Select Files from your Main menu.
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- Select Download
near the top of your screen.