Policyholder: View, add, share, and download files
View files in your claim
- Select Files from your side navigation 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 side navigation 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.
- Add a description to the file. (optional)
- Select Add.
Share files
Share a single file
- Select Files from your side navigation menu.
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- Select the Open file options menu vertical ellipsis on the file you want to share.
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- Select Share.
- Select the team members with whom you want to share the file.
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- Select Share.
Share multiple files (option 1)
- Select Files from your side navigation menu.
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- Select the checkboxes of the files you want to share.
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- Select the Share selected files icon near the top of your screen.
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- Select the recipients with whom you want to share the files.
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- Select Share.
Share multiple files (option 2)
- Select Files from your side navigation menu.
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- Select the Share all icon near the top of your screen.
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- Select the team members with whom you want to share the files.
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- Select the Remove file icon on the files you don't want to share.
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- Select Share.
Share all files
- Select Files from your side navigation menu.
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- Select the Share all icon near the top of your screen.
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- Select the team members with whom you want to share the files.
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- Select Share.
Download files
Download one file
- Select Files from your side navigation menu.
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- Select the Open file options menu vertical ellipsis on the file you want to download.
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- Select Download.
Download multiple files
- Select Files from your side navigation menu.
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- Select the checkbox on the file you want to download.
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- Select the Download icon.
Download all files
- Select Files from your side navigation menu.
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- Select the Download icon near the top of your screen.
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