Files

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5 articles

Policyholder: Files overview

See basic information about the files in you ClaimXperience claim.

Updated 6 months ago by Jennifer B.

Policyholder: View, add, share, and download files

View files in your claim Select Files from your General Collaboration menu. 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…

Updated 1 week ago by Jennifer B.

Policyholder: File details

See the details of a file Select Files from your General Collaboration menu. Select the file with the details you want to view. Information about the file is displayed in the File details drawer.. Kn…

Updated 5 months ago by Jennifer B.

Policyholder: Finding and filtering files

When you use the Filter files option you select the 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. You can use m…

Updated 6 months ago by Jennifer B.

Policyholder File labels

Users can create and apply labels to files to help them filter files in ways that support the work they do. They can also edit, remove, and delete those files, as needed. Create labels Select Files f…

Updated 6 months ago by Jennifer B.

Files

Policyholder: Files overview

Policyholder: View, add, share, and download files

Policyholder: File details

Policyholder: Finding and filtering files

Policyholder File labels

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