Viewing Email Archives & Activity Log Entries
This video will show you how to view, search, and filter email archives in ClaimWizard.
Printing a Claim
To print the entire claim file (or sections of it), just visit any claim, then select the Claim PDF button.You will be presented with options of what to include / not to include in your Claim PDF document.If you would like to download all or some of your claim files,...Filling Out PDF Forms in a Web Browser
The Wizard Team has encountered an issue that some of our users are running into : Opening PDF forms generated from ClaimWizard (such as a POL form) and not being able to save any data you add via your web browser. While we can’t fix how Google creates their web browser, we can give you a ‘workaround.’
Document Template Administration
The Document Template Manager is now live! You can now upload your own document templates as well as test them before they go live. The template manager will even help you determine errors and missing fields.
Download Raw EML Files from a Claim
Emails that have been archived in a claim can be bulk-downloaded in their raw format. These files can be opened in Microsoft Outlook and Mozilla Thunderbird as well as any email application that supports the standard .EML file format.
Financial Tracking Features
This training video will walk you through all aspects of Claim Finances in ClaimWizard: Company Fee Calculations Offers and Settlements Claim Ledger Check Disbursement Commission Payouts Expense...
Automated Claim Processing Workflow for Public Adjusting Companies
Having an easy-to-follow, documented, repeatable, and automated business process in place to adjust claims from origination to settlement (and beyond) is critical to keeping your public adjusting business compliant, efficient, and profitable.
Viewing Your Action Items on Mobile
Learn how to view and filter your Claim Action Items on the ClaimWizard Mobile App
Viewing Your Claim Files on Mobile
Learn how to view and filter your Claim View on the ClaimWizard Mobile App.
Malware Checker Instructions
The ClaimWizard Support team has put together this guide to help you diagnose and correct a virus or malware infestation on your computer that may be affecting your ability to properly and safely use ClaimWizard.
