Default File Folders

Default File Folders

If you are looking to create consistent folders for each claim or client, you will need to configure the Default File Folders in your ClaimWizard Admin section. To implement Default File Folders across your claims or clients follow these directions.

Client Portal PIN Access

Client Portal PIN Access

If you need to give your client their PIN number (needed for them to access the Client Portal) follow these instructions.

Create Segment Lists

Create Segment Lists

If you need to segment your clients or vendor/companies into exportable mailing lists you can now easily add and export those records. You can use these records to print physical mailing address labels or in an email marketing platform such as MailChimp.