How to link a scanned document to a case

Once documents have been scanned in (see  How to scan a document ) you can link the scanned documents to claims

Double click on an attachment action in the To Do list to display the scanned document

Double click on an attachment action in the To Do list to display the scanned document

Select the case

Select the case

1: Click on the Case Button to select the case - the Search window will open.

Select the Contact the document relates to

Select the Contact the document relates to

1: Select the Contact the document relates to from the drop down list.

Update other details

Update other details

1: Update other details.

2: Schedule a follow on action.

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