Claim Attachment Options

CasetrackerLaw is giving you more options for attaching documents to a claim.  Keep reading:

“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.

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Print To PDF

Credit managers, agencies and attorneys utilize CasetrackerLaw as a major tool in their everyday work processes. One of the most important procedures in these business processes is receiving and sending reports regarding the case. These reports would be sent via email and the pertinent information in these reports were copied and pasted into the note section of the system. A time consuming procedure.

An alternative to this method: CasetrackerLaw’s alternative method will save your staff time which in turn will save you money. When a report is received via email, you can “save to print” as an Adobe PDF document either to your desktop or my documents and then upload it to the “attachments” section in the CasetrackerLaw system. With a couple of clicks of the mouse, you have received, saved to PDF and attached the report to the case.

If you use EFax.com or Myfax.com to receive reports, make certain the settings are set to receive via PDF, if using Accurint to run a profile, again make certain your settings are set to receive in a PDF format.

Hint: In addition, once a document is attached, these reports can be faxed or emailed from the attachments section right to the recipient – providing you have an account with Myfax.com. And when a debtor requests an invoice while talking to them on the phone, with a couple of clicks, the requested document is faxed or emailed right from the “attachments” page.

Call us for more information on how CasetrackerLaw can save you time and money.