LogiClaim - Full User Manual
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Action Library
- What is the Action Library?
- Open the Action Library and Select View Type
- How to Create a New Action in the Action Library
- How to Set Up an Action
- How to Add, Edit or Delete a Schedule to an Action
- How to Add or a Delete Action
- How to Set Up an Action to Print Documents
- How to Assign and Action to Print Using Shared Printer Pools
- How to Auto Assign a User to an Action
- How to Set Display Users in an Action (How to Authorise a User to Run an Action)
- How to Run a Script with an Action
- I have created an Action but Users cannot see it in the Action Library.
- How to Add, Activate and Authorise Daily Automation in an Action
- How to Use the Client Chaser Options - Set Up Cold Call Actions
- How to Use the Client Chaser Options - Using Cold Call Actions
- How to Set Up an Action to Only Run Other Actions
- How to Set Up an Action to Run on Only One Specific Claim Type or All Claim Types
- How to Create an Action that Converts a Lead to a Live Client
- How do I select the Update Claim Options
- How to limit an Action to only be run once against a client
- How to configure an Action to create merged PDF documents
- How to set the Action for the Client Billing Schedule Reminder
- How to Apply the tracking of a Claim Stage Duration to an Action
- How to set up an Action to prompt for follow-up Actions
- How to Edit an Action Directly from the Action Schedule Window
- How to use the Ready to Deploy Flag
- How to Edit an Action Directly from the Action Schedule Window
- Set an Action to Change Client Statuses and Client Status Details
- How to set up an Action to Change the Commission Amounts
- Questionnaire Answers in Conditional Actions
- Replacing Old Attachments / Scanned Document with New Documents of the Same Type