Follow the steps below for assistance in organizing the selected documents while using the "PDF Bundler Mode" in ClickClaims.
Once you have selected your documents, along with the quantity, in the "PDF Bundler Mode" under the claim's "Documents" tab, click the "PDF Bundler (Next)" button.
From the "PDF Bundler Mode" window, populate the applicable fields and checkboxes as needed.
The documents will be automatically listed and added to the PDF file in the order in which you checked them and modified the quantity on the "Documents" tab. However, you can reorganize this order by dragging and dropping each file to the desired location:
Hold down the left button of your mouse on top of the document that you wish to move.
DO NOT perform this action by clicking directly on the document name shown under "File Name/Link" column as this will NOT allow you to select the file.
If you left click on the hyperlink, you will be able to open or save the document to your computer.
Drag it to the place in the list where you would like it to be relocated.
Then release the mouse button to drop it.
If successful, the page will reload and the document will now be listed in the new location. Repeat the steps above until all of your documents are in the desired order.
- Once completed, click the "Create Bundle" button to initiate the creation of the .PDF document.
- The document will be saved under the chosen file type / sub-type within the claim's "Documents" tab.
