Printing Information from a Specific Claim

Objective

To print some or all information from a specific claim using the doc builder feature.

Key Steps

1. Navigate to the claim from which you want to pull information.

2. Click on the "doc builder" button.

3. Toggle on or off the options for the information you want to include in the printout.

4. Select whether to include all activity logs or only those marked as public.

5. Generate the document.

6. Review the complete document in your web browser.

7. Download and save the document, which will include your logo, payment history, expenses, disbursements, and other claim details, as a PDF file.

Cautionary Notes

• Be cautious about including sensitive information like disbursements or claim notes if sharing the document with clients or attorneys.

• Ensure that the document generated accurately reflects the information from the claim.

Tips for Efficiency

• Customize the information to be included based on the recipient (client, attorney, etc.).

• Utilize the plugin for web browsers for easier document viewing.

• Save the document for future reference or sharing.