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Data & Reports

Claims: the report, with photos

  • Open a claim and choose Report. It shows the claim's details, the linked incident, the documents on file, the timeline and the photos, as the downloaded file will carry them. It needs the same permission as Documents and Timeline (View Sensitive Claim Detail).
  • Every photo has In report: Yes or No, on the Report tab and on the Documents tab. New photos default to Yes. Photos marked No stay on the claim but are left out of the file. Changing it needs Claims set to Edit.
  • Download report (PDF) makes the file, and Download as Word gives the same report to edit in the regulator's or insurer's own template. The moment it was made, in your company's time, and who made it are printed on every page and in the file name, and each download is listed at the bottom of the Report tab.
  • Only JPEG and PNG photos can be drawn into the file. Any other image format is listed by name and says it could not be shown.