InsurLink - Create a new folder

This explains how to create folders to organize the documents you and your insureds upload. While creating a folder, you have the ability to set folder permissions to share confidential documents with a limited set of insured and agency users.

Instructions

1. Select the Document Management tab.

2. Click Actions.

3. Select New Folder.

4. Enter a folder name.

5. Select the Agency and Insured users who require access to this folder.

6. Click Create Folder.