To share files outside of ClaimWizard, you can either download some or all of the files into a .ZIP file (generally always too large to send via email) or share a download link.
(Click on any image below to enlarge.)
Step 1
Open Claim file that contains files you would like to share with an external person/company.
Step 2
Select the Files tab
Step 3
Select the files you would like to share. This works the same as any file / folder selection tool.
Step 4
Click the SHARE icon above.
Step 5
To send files as a link, either select and copy the link OR fill out the recipient’s information (email and message.) Please note ClaimWizard does NOT record or track file links sent this way. If you require documentation that you have sent a recipient this link, please COPY/PASTE/SEND this link via your own email program.
ClaimWizard defaults to an expiration date of 30 days from the date of share. If you wish to change this date, be sure to modify the date before saving/sharing the link.
Step 6
Click the green SHARE button to activate the link.
Step 7
When the file link recipient clicks on the link, they will be directed to a webpage where they can either download the entire file set (DOWNLOAD ALL) via a .ZIP file or choose the individual files they would like to download.
Please note that ANYONE with this link can access these files.
