Thirty-four, named after the insurance file: Letter of Representation, Insurance Policy, Measurements, Weather Verification Reports, Insurance Claim Coverage Documents, Appraisal Documents, Permit, Project Contract Documents, Work Order Documents, Mortgage Documents, Completion Inspection Documents, the income and expense folders and others. Built-in folders can be renamed, reordered and hidden, and you can add your own.
Document management
Claim document management with a folder for every paper the carrier asks for
A new account starts with 34 folders on every claim, named after the insurance file: policy, coverage letters, measurements, permit, contract, invoices and the rest. You decide who opens each one, and a stored document opens only for someone allowed to see its folder.
Letter of Representation Documents (LOR)
Insurance Policy
Measurements
Weather Verification Reports
Insurance Claim Coverage Documents
Appraisal Documents
Project Contract Documents
Financial Addendum Documents
Permit
Work Order Documents
Extra Materials or Expense Receipts
Final Labor Invoice From Sub-Contractors
Income Invoices
Income Payment Records
Expense Invoices
Completion Inspection Documents
Email Communication
Mortgage Documents
Building Materials Warranty Documents
Labor Warranty Documents
Screen Recordings
Adopted Building Codes
+ your own folders
Folder names as they ship. The dark ones are the papers an adjuster asks for most.
The folder list
Rename it, hide it, add to it. Two things it will not let you do
The folder list belongs to the company, so a change shows on every claim at once. A person with the Manage Project File Folders right gets a grip handle on each folder and drags it into the order your office works in.
A built-in folder can be renamed. The new name is only a label, so the files already inside stay where they are and nothing that reads from that folder loses them. A folder you never use can be hidden and switched back on later.
Your own folders sit beside the built-in ones. If you delete one of yours that still has files in it, the system asks first whether to move those files into another folder or delete them with it. There is no default answer.
Insurance Policybuilt-in
Coverage letters and approvalsrenamed
Measurementsbuilt-in
Screen Recordingshidden
Moisture readingsyour folder
Delete a built-in folderBuilt-in folders cannot be deleted. Hide it instead.
Name a folder like one you haveYou already have a folder with that name.
Upload forms
A folder can ask for the facts of a document when it is filed
A file named scan_0412.pdf tells you nothing a year later. So a folder can carry its own upload form. For your own folders you add the fields yourself: text, a list to pick from, a date or an amount of money, and any of them can be marked required.
Some built-in folders come with a form of their own. A coverage letter, for example, is filed with the date of the letter, and the form will not send without it.
TextListDateMoneyRequired
Upload to: Moisture readings
bedroom-2-readings.pdf
Mar 6
Bedroom 2
$480.00
Access
Who opens which folder, and the one right nobody gets by default
Rights are set per folder. A folder is given to an access level, Sales, Manager or Admin, and everyone from that level up gets four things on it. Renaming or deleting a file somebody else uploaded is never part of a level. It is given to a person on purpose, because that is the right that can lose a signed contract.
Right on the folder
Comes with the level
Given per person
View the folder
Yes
Yes
Upload into it
Yes
Yes
Rename own files
Yes
Yes
Delete own files
Yes
Yes
Rename anyone's files
No
Yes
Delete anyone's files
No
Yes
SalesManagerAdmin
"Own" works because every upload records who made it. A field rep can clear up a wrong photo they sent without being able to touch the policy. Moving files between folders is a separate right too. The same access model runs the rest of the system, from stages to reports, and the page on user roles and permissions walks through it.
Many files at once
Getting a packet together for the desk adjuster
Documents rarely leave one at a time. You tick files in as many folders as you need and choose one action for the lot.
Selected on one claim
- Estimate, revised
- Photo report
- Weather verification
- Coverage letter
- Measurements
PDF
Combine into one PDF and download it
The selection becomes a single document, which is the usual shape of a supplement or a packet for the carrier.
PRT
Combine and print
The same merge, sent straight to the printer for a meeting or a mailed copy.
ZIP
Download the files as they are
With a switch to pack them into one ZIP archive, so the browser does not ask about each file.
MV
Move them into another folder
Bulk re-filing for whoever holds the move right, when a batch went into the wrong place.
Stored files
Knowing where a file is stored does not open it
Every request for a stored file goes through the application first, and it asks the same question the claim page asks.
Opens
You are signed in and hold the view right on the folder the file is in.
Refused
Nobody is signed in. Somebody guessed or copied the link to the file.
Refused
A user who is signed in, but to another company's account.
Files and the claim
An upload can move the claim, and it is written into its history
A stage can be set to end on its own when a new file lands in a folder you choose: the signed contract arrives, the open tasks that stage created are marked done and the claim moves on. How that works with the other stage rules is on the claims pipeline page.
Uploads also land in the claim's Records timeline, under the Files filter, with the date and the person. When a carrier disputes what was sent and when, that is the place to read it back. The timeline is the main argument on the page comparing a spreadsheet with a claims CRM.
Mar 4, 4:40 PM
File "signed-contract.pdf" uploaded to Project Contract Documents
Mar 11, 9:02 AM
File "approval-letter.pdf" uploaded to Insurance Claim Coverage Documents
FAQ
Frequently asked questions
Straight answers about who we serve, what we automate, and how to get started.
Yes. A folder given to an access level lets people view it, upload into it, and rename or delete only the files they uploaded themselves. Renaming or deleting somebody else's file is a separate right given to a person, never part of a level.
Yes. Your own folders can carry an upload form with text, list, date and money fields, and any field can be required. Some built-in folders have their own form, such as the coverage letter date.
Select the files across any folders on the claim and combine them into one PDF to download or print. Plain downloads can be packed into one ZIP archive.
No. Every request for a stored file is checked by the application against the view right on its folder. A visitor who is not signed in, or a user of another company, is refused.
Document storage on projects and team permissions are part of Essentials at $59/month for the company account and first admin user, with additional users at $39/month. The full list of both plans is on the pricing page.