Policyholder: View, add, share, and download files

Updated 3 days ago by Jennifer B.

View files in your claim
  1. Select Files from your General Collaboration menu.
  2. Click a file for a larger view or to see its description.
Add files
When you add files to your claim, you must share those files with at least one team member.

From the dashboard

  1. Select Add files in the Welcome card on your dashboard.
  2. Select the team members with whom you want to share the files.
  3. Add files using No file chosen.
  4. Add a description to the file. (optional)
  5. Select Add.

From the Files tab

  1. Select Files from your Main menu.
  2. Select Add files.
  3. Select the team members with whom you want to share the file.
  4. Add files using No file chosen.
  5. Add a description to the file. (optional)
  6. Select Add.
Share files
You cannot share files with team members with whom they are already shared.

Share a single file

  1. Select Files from your Main menu.
  2. Select Open file options menu on the file you want to share.
  3. Select Share.
  4. Select the team members with whom you want to share the file.
  5. Select Share.

Share multiple files (option 1)

  1. Select Files from your Main menu.
  2. Select the checkboxes of the files you want to share.
  3. Select Share selected files near the top of your screen.
  4. Select the recipients with whom you want to share the files.
  5. Select Share.

Share multiple files (option 2)

  1. Select Files from your Main menu.
  2. Select Share all near the top of your screen.
  3. Select the team members with whom you want to share the files.
  4. Select Remove file on the files you don't want to share.
  5. Select Share.

Share all files

  1. Select Files from your Main menu.
  2. Select Share all near the top of your screen.
  3. Select the team members with whom you want to share the files.
  4. Select Share.
Download files

Download one file

  1. Select Files from your Main menu.
  2. Select Open file options menu on the file you want to download.
  3. Select Download.

Download multiple files

  1. Select Files from your Main menu.
  2. Select the checkbox on the file you want to download.
  3. Select Download .

Download all files

  1. Select Files from your Main menu.
  2. Select Download near the top of your screen.


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