InsurLink - Sending or receiving secured documents

This article explains the process for sending or receiving secured documents using InsurLink.

Instructions

1. Access the InsurLink module and click on Document Management within the file.

2. Locate Actions on the right side of the screen and click the three vertical dots beside it.

3. If an administrator created a folder template, click Apply Folder Template and select it from the drop-down menu to apply it to the account as needed.

4. After applying the folder template, modify it if necessary.

   1. Click on Modify Permissions to set or change access for the folder.

5. Click ImportDoc360 on the left side.

6. Choose the folder for importing documents and search for the desired documents.

7. Click Import Selected to bring the documents into InsurLink.

8. Optionally, drag and drop documents to share in Document Management.

   1. Open the document, select it, and drag it to the Drop your files here area on the screen.

   2. Receive a notification if the document already exists and click Proceed.

   3. If the document is not yet shared:

      1. Receive a notification that the upload was successful.

      2. Get prompted to attach the document in an email.

      3. Click Attach in email.

      4. Add recipients, edit the subject line and email body, and/or select a tag.

      5. Click Send Email.