Files

26 articles

How do I add files to a project?

Option 1 Click Add files in your Welcome card. Select the claim participants with whom you want to share the file. Add files using No files chosen ( ). Add a description of the files. (optional). Cli…

Updated 5 months ago by Jennifer B.

How do I share project files?

Share while adding files Option 1 Click Add files in your Welcome card. Select the claim participants with whom you want to share the file. Add files using No files chosen ( ). Add a description of t…

Updated 1 year ago by Jennifer B.

How do I know when someone adds a file to a project?

You are notified when a file is been uploaded and shared with you.

Updated 1 year ago by Jennifer B.

How do I see files?

Click Files in your General Collaboration menu. Click on a file for a larger view or to see its description.

Updated 1 year ago by Jennifer B.

What does filtering files do?

When you use the filter files option, you select only those types of files you want to see. This reduces the number of files that are displayed, which makes it easier to find the file you need.

Updated 1 year ago by Jennifer B.

How do I filter files?

The default filter setting is ALL, displaying all files in the project. Click Files in your General Collaboration menu. Click the filter option you would like to use. Filter options are AUDIO, DOCUME…

Updated 1 year ago by Jennifer B.

How do I download files?

Option 1: Download a single file Click Files in your General Collaboration menu. Click on the file you want to download. Select Download. Option 2: Download multiple files Click Files in your General…

Updated 1 year ago by Jennifer B.

Who gets to see project files?

Your insurance company has access to all files added to a project. Other team members and the policyholder can only view the files that are shared with them.

Updated 1 year ago by Jennifer B.

How do I see file details?

Click Files in your General Collaboration menu. Click the file with details you want to view.

Updated 1 year ago by Jennifer B.

How do I know when and where media was captured?

Availability of this information depends on the settings of the device capturing the image or video. If the media file contains metadata, it will automatically be visible for that file in the File De…

Updated 1 year ago by Jennifer B.

How do I take a snapshot of an image while I’m looking at it?

Click Files in your General Collaboration menu. Click on the image you want a snapshot of to open it. Click. Click and drag to move to the location where you want to take the snapshot. Click. Add a d…

Updated 1 year ago by Jennifer B.

What information is included with snapshots taken from images?

Details of snapshots taken from photos include: The Upload Method, including the file name of the original image. The Posted By time stamp, which provides the date your snapshot was taken.

Updated 1 year ago by Jennifer B.

How do I capture a snapshot from an uploaded video while I am watching it?

Click Files in your General Collaboration menu. Click on the video you want to view. Find the section of the video where you want to take a snapshot. Click. Click. Enter a description of the image. (…

Updated 1 year ago by Jennifer B.

What information is included with snapshots taken from videos?

Details of the snapshots taken from videos include: The Upload Method, which provides the video snapshot and a URL to the moment in the video the snapshot was taken. The Posted By date, which provide…

Updated 1 year ago by Jennifer B.

How do I create a media sheet?

Once created, media sheets are available in the Files tab as a PDF. Option 1 Click Files in your General Collaboration menu. Click. Click Create Media Sheet. Click at the top of the media files you w…

Updated 1 year ago by Jennifer B.

How do I remove a file from a project?

Follow the steps on this page to delete a file from a project.

Updated 1 year ago by Jennifer B.

What happens to files when a project is marked complete or archived?

Nothing. All files stay with the project.

Updated 1 year ago by Jennifer B.

How do I edit a label?

Click Files in your General Collaboration menu. Click Labels [ ] in the toolbox under your name. Select Edit labels. Click Select to edit the label name [ ]. Enter the new label name. Click Save.

Updated 6 months ago by Jennifer B.

How do I remove a label from a file?

Option 1 Click Files in your General Collaboration menu. Click Open file options menu [ ] on the file tile you want to remove the label from. Select Labels. Click the checkbox of the label you want t…

Updated 1 year ago by Jennifer B.

How do I delete a label?

To delete a label, Click Files in your General Collaboration menu. Click Labels [ ] in the toolbox below your name. Select Edit labels. Click This will delete the label [ ] on the card of the label y…

Updated 1 year ago by Jennifer B.

How do I create a label?

Option 1 Click Files in your Main menu. Click Labels [ ] in the toolbox below your name. Select Add label. Enter the Label name. Select a team member with whom to share the label. (optional). Click C…

Updated 1 year ago by Jennifer B.

How do I apply a label to a file?

When creating the label Click Files in your Main menu. Click the checkboxes of the file tiles you want to apply the new label to. Click Labels [ ] in the toolbox below your name. Select Add label. En…

Updated 1 year ago by Jennifer B.

How do I share or unshare a file label?

To share when creating a label Click Files in your General Collaboration menu. Click Files in your Main menu. Click the checkboxes of the file tiles you want to apply the new label to. Click Labels […

Updated 1 year ago by Jennifer B.

What types of files can I upload?

You can upload the following file types: Audio:.mp3,.ogg,.wav. Documents:.cxv,.doc,.docx,.eml,.esx,.msg,.pdf,.xls,.xlsx. Images:.bmp,.jpeg,.jpg,.png,.zip. Videos:.3gp, 3gpp,.avi,.gif,.m4a,.m4v,.mov,.…

Updated 1 year ago by Jennifer B.

What does a privacy check do?

The Privacy Check feature is a service that analyzes images and can blur text and faces to maintain the privacy of the customer.

Updated 1 year ago by Jennifer B.

How do I run a privacy check?

When uploading a file. Option 1 Select Add files in the Welcome card on your dashboard. Select the recipients with whom you want to share the file. Select one or both privacy check types. Upload the…

Updated 1 year ago by Jennifer B.

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