My Documents

• Create your own custom emails and texts along with uploading commonly used documents to your Claims Scheduler account. This allows you to send texts and emails along with attached documents from the Claims Scheduler app and/or website.
  • There are a number of system or default emails and texts which can be used ‘as is’ or you can create your own.
• Emails
  • Create a Custom Email
    • Click on the Add Email
    • Enter a Subject Title
    • Type the body of your email in the box below the Subject Line.
    • Tokens
      • Tokens can be used to insert custom information into the body of the email. This will allow you to send the same email to multiple Locations or Customers
      • From the Tokens List on the right, click on the token you would like to add to your email. It will appear in the email body.
      • When your email is complete, click on Save and the new email will be saved to your list of emails.
  • Create a Custom Email from a Template Email
       NOTE: Template emails cannot be deleted or edited. In order to edit the template emails, first     they must be copied.
    • Click on the Copy icon below the template email you want to edit.
    • When the email appears, change the name of the Subject in the Subject Line.
    • Edit the body of the email and click on Save and the new email will be saved to your list of emails.
• Texts
  • Create a Custom Text
    • Click on the Add Text
      • • Enter the name of the text in the Name box
        • Type the body of your text in the box below the Subject Line.
      • Tokens
        • Tokens can be used to insert custom information into the body of the text. This will allow you to send the same text to multiple Locations or Customers
        • From the Tokens List on the right, click on the token you would like to add to your text. It will appear in the text body.
        • When your text is complete, click on Save and the new text will be saved to your list of texts.

• • Create a Custom Text from a Template Text
    • Template texts cannot be deleted or edited. In order to edit the template texts, first they must be copied.
    • Click on the Copy icon below the template text you want to edit.
    • When the text appears, change the name in the Name box.
    • Edit the body of the text then click on Save and the new text will be saved to your list of texts.
• Documents
  • Adding Documents
    • Click on Add Documents.
    • From the popup box, click on Choose Files.
    • Find and select the document you want to add.
    • Click on the Save
    • Your document will appear in the Documents List.
    • To delete the document, click on the Delete icon.
    • To view the document, click on the View