How do I share files?

Updated 1 month ago by Jennifer B.

Share while adding files

Option 1

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

Option 2

  1. Click Files in your General collaboration menu.
  2. Click Add files.
  3. Add files using No files chosen (No files chosen button).
  4. Add a description of the files. (optional)
  5. Click Share.

Share files previously added to the claim

Option 1: Share a single file

  1. Click Files in your General collaboration menu.
  2. Click Open file options menu (Open file options menu button) on the file you want to share.
  3. Select Share.
  4. Select the claim participants with whom you want to share the file.
  5. Click Share.

Option 2: Share multiple files

  1. Click Files in your General collaboration menu.
  2. Click Select files (Select files button) on the files you want to share.
  3. Click Share selected files (Share selected files button).
  4. Select the claim participants with whom you want to share the files.
  5. Click Share.

Option 3: Share all files

  1. Click Files in your General collaboration menu.
  2. Click Share all (Share all button).
  3. Select the claim participants with whom you want to share the files.
  4. Click Share.


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