Document Management
W5 Document Management Features
- Securely create, send and retrieve documents whether you are on the web or on your internal network.
- Create documents (letters, faxes, reports, forms, etc.) from templates with automatic data fill-in directly from the claim.
- Upload documents directly to the claim
- From scanner,
- From email attachments,
- Estimate files,
- Excel worksheets, PDF files, faxes, word documents and more.
- Share documents among claim files having the same policy number or client claim number.
- Attach documents directly from the W5 document library repository so that you dont need unnecessary multiple copies of any document.
- Add common claim documents into the W5 document library repository.
- Review and / or revise documents attached to claims.
- Send documents as email attachments.
- Send a document link that will download the document when the recipient clicks on it.
Our "send it and forget it" technology takes the pain out of sending large documents or many documents when you are working on a slow or intermittent Internet connection whether you are working from home or from a hotel. This is the same technology that helps make our Document Scanning module work so well under high demand workloads.
The W5 Document Library Repository is an extension of our Document Management system.
The library allows you to collect and organize documents such as:
- Procedure manuals,
- Policy wordings,
- Standard forms,
- Expense worksheets,
- Client specific handling instructions,
- Special forms,
- Client Loss Reports for distribution,
- Government reports,
- Etc.
The documents in the library can be secured so that users can view and / or contribute to document groups as defined by their users security clearances.
Depending on the availability settings:
- Library documents can be attached to any claim as a "virtual copy" so that the document resides in the library but can be directly reviewed from the claim.
- Library documents can be copied as a new document to any claim and used as a template.
Navigation:
|