Files

26 articles

Team member: Add 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 the files. (optional). Cli…

Updated by Jennifer B.

Team member: Share and unshare files

Share files while uploading them. Option 1 Select 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 descriptio…

Updated by Jennifer B.

Team member: When someone adds a file

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

Updated by Jennifer B.

Team member: View files

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

Updated by Jennifer B.

Team member: What filtering files does

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 by Jennifer B.

Team member: 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 by Jennifer B.

Team member: Download project 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 by Jennifer B.

Team member: Who can 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 by Jennifer B.

Team member: See file details

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

Updated by Jennifer B.

Team member: When and where media is 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 by Jennifer B.

Team member: Take a snapshot of an image

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 by Jennifer B.

Team member: Information for image snapshots

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 by Jennifer B.

Team member: Take a snapshot of an uploaded video

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 by Jennifer B.

Team member: Information for video snapshots

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 by Jennifer B.

Team member: 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 by Jennifer B.

Team member: Remove a file from a project

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

Updated by Jennifer B.

Team member: Files in archived or complete projects

All files stay with the project.

Updated by Jennifer B.

Team member: 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 by Jennifer B.

Team member: Remove a label

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 by Jennifer B.

Team member: 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 by Jennifer B.

Team member: 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 by Jennifer B.

Team member: Apply a label

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 by Jennifer B.

Team member: Share or unshare a 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 by Jennifer B.

Team member: Supported file types

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 by Jennifer B.

Team member: Privacy checks

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

Updated by Jennifer B.

Team member: Run a privacy checks

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 by Jennifer B.