Case Document Viewer

Each Case provides a document viewer for you to view Case Documents right along side Case information in Claim Maker.

The default document is the Complete Record PDF view.

1. Attach Documents – Use this feature to upload new or missing case documents on the fly – make sure to drag/drop into the 'Cloud' for data extraction.

Don't need data extraction? Click the 'Attach' button in the pop up.

2. View (Document Pop out) – Use this feature to pop the currently selected document out into a separate window. This can then be dragged onto another screen.

3. Documents – This opens a list of all documents and actions that can be performed with each document. The complete record contains ALL of the documents listed but the other items are simply segmented, text based views of the complete record.

• Use the 'Split' feature on the complete record to cut and move individual pages to another case (if needed)
• Use the 'Move' feature to move the entire Complete Record to another case. Or even to move one of the text segments to another case for any reason.
• Use the 'Delete' feature to delete a document completely from the case. Note – if used on the Complete Record, the entire record will be deleted. If used on a text based segment view, this will ONLY delete that text document and not affect the Complete Record.