1: From the main menu, select Admin.

2: From the drop down list, select Config - The Config window opens.

1: From the main menu, select Claim Form.

2: From the sub-menus, select Misc.

3. Tick Show Copy To For Attachments.

4. Click OK.

1: From the main menu, click Admin.

2: From the drop down list, select Users.

3. From the sub-menu, select Users - The Users window opens.

4. Select and double click the User to edit the user - The user details window opens.

5. Select the Permissions tab.

6. Tick Allow Copying Scanned/Attachments To Another Claim.

7. Click OK.

1. Open a Client.

2, Select the History tab.

3. From Select Attachment Type drop down list, select Attachment.

4. Click Select and browse to the document.

5. Add a description.

6. From the drop down list, select For Claim or For Client.

7. Click Insert.

8. The attachment is added and Move Document To Claim, Copy Document To Claim, Move To Client, and Copy to Client are now enabled.

1. To move a document from one claim to another, from the drop down list, select the claim number you want the document to be attached to.

2. Click Move. The document is now attached to the selected claim.

3. To copy a document from one claim to another, from the drop down list, select the claim number you want the document to be attached to.

4. Click Copy. The document is now copied to the selected claim.

5. To move a document from a claim to a client, click Move To Client. The document is now attached to the client.

6. To copy a document from a claim to a client, click Copy To Client. The document is now copied to the client.

7. To move a document from a client to a claim, select the claim number from the drop down list and click Move Document To Claim.The document is moved from the client to the specified claim.

8. To copy a document from a claim or from a client, select the claim number from the drop down list and click Copy Document To Claim. The document is copied to the specified claim.

Introduced in version number 2015.4.16.1398