Managing Attachments

You can attach and delete files associated with the claim and suffix.

You can upload multiple files at one time, each file can be up to 4 MB in size, with a total upload size of up to 100 MB. All existing file types can be uploaded.

How to

  1. Open the assignment, then in the Claim navigator, under the Claim number, select Manage Attachments.

    2. The Manage Attachments screen appears.

  2. Select Upload.
  3. Go to and select the files you want to attach, and then select Open.

  4. Add a Description to your file(s) if desired, and then select Add More to add more files if desired or select Done if you are done adding files.

  5. Select Upload Files, select Next, and then select Add More Files or Done if finished uploading files.

    Note: The number of attachments that can be uploaded or deleted at one time is limited to 200 attachments using the Manage Attachments page.

  6. (Optional) If you decide you do not want to attach a file, you can select Select and then select the attachment you want to remove and select Delete prior to attaching the file.

  1. Open the estimate, then in the Claim navigator, select the Claim number.
  2. Select Manage Attachments.

    3. The Manage Attachments screen appears.

  3. Select Select and then select the attachment(s) you want to remove and select Delete

  4. When prompted, select Delete to delete the selected attachment(s).

    5.  

Reference

View

Select Claim or the suffix level to limit the number of attachments shown in the list.

File

Shows the file name of the attachment.

Association

Shows the Claim or Suffix level the file is associated with.

Label

Shows the predefined description of the file selected from a list when the file was uploaded.

Description

The optional description that may have been entered when the file was uploaded.

Attached

The date and time when the file was uploaded.

Use the page navigation buttons to move to the first, previous, next, or last page of attachments.

Deletes the selected files.

Downloads all attached images.

Attaches the selected files.