“I just spoke to the customer, he’s disputing the claim and he’s requesting to see the invoices.”
This is an update a collector may send to a client that submitted a claim. The client can mail the requested documents to you, email or fax them. But what if your client could attach the requested documents digitally to the claim and anyone with access (username and password) can view them and they can be emailed or faxed to the client or debtor right from the CasetrackerLaw system? Or; what if the document is a multi-page PDF contract and only a couple of pages are needed or requested.
CasetrackerLaw allows the user to "extract" those few pages and give it a new name to create a newly attached document that can be emailed or faxed.
To view a document, go into or open a claim and find the blue tab "attachments". On this page, you have the ability to either attach a document or view a document that’s already attached. To view a document, scroll down until you see “Attachments”, hover the mouse over the file name and click, the document will open. These documents can also be emailed or faxed to the customer.
To attach a document, browse your computer to find the file you want, give it a level of access (who can view the document), type of attachment, a file note and upload. The document will appear in red. The attachment names can also be edited or the attachment can be deleted. CasetrackerLaw also gives the ability to attach up to 4 documents at one time, an amazing time-saving feature.
Call 800-270-2297 to request your personal tour.
Posts
No comments:
Post a Comment