Printing Information from a Specific Claim
Objective
To print some or all information from a specific claim using the doc builder feature.
Key Steps
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Navigate to the claim from which you want to pull information.
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Click on the "doc builder" button.
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Toggle on or off the options for the information you want to include in the printout.
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Select whether to include all activity logs or only those marked as public.
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Generate the document.
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Review the complete document in your web browser.
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Download and save the document, which will include your logo, payment history, expenses, disbursements, and other claim details, as a PDF file.
Cautionary Notes
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Be cautious about including sensitive information like disbursements or claim notes if sharing the document with clients or attorneys.
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Ensure that the document generated accurately reflects the information from the claim.
Tips for Efficiency
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Customize the information to be included based on the recipient (client, attorney, etc.).
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Utilize the plugin for web browsers for easier document viewing.
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Save the document for future reference or sharing.