This video tutorial discusses the functionality, modes, and actions found on the claim's "Documents" tab. Use the video's chapters to navigate to a specific topic within the video itself. Use the displayed links when available to navigate to additional videos and/or articles related to this claim tab.
Video Chapters
- Introduction
- Mode Button Intro
- Email Mode
- Print Mode
- PDF Bundler Mode
- ZIP Mode
- FTP Mode
- Approval/Client Access Mode
- Delete Mode
- PDF Conversion Mode
- Move Mode
- Acknowledge Mode
- Action Button Intro
- Edit Document Action
- Upload Action
- Upload-Special Action
- Create Form Letter Action
- Associate New Note Action
- Associate Note(s) Action
- Associate Document(s) Action
- Add Application Document(s) Action
- Insert ALL Notes Action
- Insert COMPANY USER - ACTIVITY Notes Action
- Insert Claim Dates Action
- Insert ALL Claim Tabs Action
- Additional Administrator User Modes/Actions
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- Document Assignment Video Training Course
- Manage Predefined Descriptions Video Tutorial
- Manage File Types Video Tutorial
- Manage Snippets Video Tutorial
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