Printing Information from a Specific Claim

Objective

In ClaimWizard, we use Doc Builder as the sharing and export tool to give you options for printing sections or all of your claim file to share with others. 
 

Key Steps

1. Navigate to the claim from which you want to pull information.
2. Click on the "doc builder" button.
3. Toggle the options for the information you want to include in the printout on or off.
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, such as disbursements or claim notes, when 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 (e.g., client, attorney).
• Use the web browser plugin for easier document viewing.
• Save the document for future reference or sharing.