e-Documents

• The e-Sign Documents feature allows you to send documents needing signatures to the Customer through the Claims Scheduler phone app. There’s no need for fax machines, scanners or emailing.
  • From the customer’s Details Page, locate the e-Documents folder in the Communications Center
• Add Document
  • Click on the Add Document
    • Select the document(s) you would like to send to the Customer. Click Open.
    • When the Send Uploaded Documents popup appears, click on the Send
      • An email will be sent to the Customer informing them there are documents in their Claims Scheduler app they need to sign.
    • Once the documents are signed and sent back, you will receive an email alerting you that the Customer has signed and returned the documents.
  • View Document(s)
    • The e-Documents folder shows a list of all e-documents sent to your customer including the…. e-Document name, date sent and signature status.
    • Click on the View icon ( ) to view the document.
  • Delete Document(s)
    • Click on the Delete
    • Document will be permanently deleted.
      • It CANNOT be restored.