Team member: How to add files to a claim

Updated 8 months ago by Jennifer B.

Option 1

  1. Click Add files in the Welcome card on your dashboard.
  2. Select the claim participants with whom you want to share the file.
  3. Use No file chosen (No file chosen button) to add files.
  4. Add a description of the file. (optional)
  5. Click Add.

Option 2

  1. Click Files in your General Collaboration menu.
  2. Click Add files.
  3. Select the claim participants with whom you want to share the file.
  4. Use No file chosen (No file chosen button ) to add files.
  5. Add a description of the file. (optional)
  6. Click Share.

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