Description
Application Documents is one of the 4 locations in ClickClaims where documents can be stored. These are referred to as "document managers". Application Documents allows your company to store documents in a single location of ClickClaims that's available to all users. Training materials, company guidelines, and policies are just some of the types of company documents that can be added here to be shared with applicable users. Restrictions can be applied by eligible users to determine which documents a specific role or user can access from this location and what actions they can perform.
Chapters
- Introduction
- Accessing "Application Documents"
- Available Modes and Actions
- "Edit Document" Action
- "Upload" and "Upload-Special" Actions
- "Manage File Types" and "Manage Snippets" Administrator Actions
- "Manage File Types" Administrator Action
- "Display in Claim Profile" Setting
- "Manage Snippets" Administrator Action
- Contact Us
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