/
InsurLink - Add a document

InsurLink - Add a document

This article explains how to upload documents to share with insured and agency users. Users will need to ensure documents have a valid file extension (.doc, .pdf, etc.) for successful uploads.

Instructions

 

  1. Select the Documents tab.

  2. Click the Actions button.

  3. Click Upload Files.

  4. Select the document(s) to upload.

To upload multiple documents at once, press and hold the CTRL key while selecting the documents.

  1. Click Open. The Success window displays prompting to send an email.

  2. Choose one of the following options:

    1. Select No Thanks to exit the window.

    2. Select Yes, I want to send an email.

  3. If Yes, I want to send an email is selected, the Email a Link to This Document window will display.

  4. Choose a recipient and any additional tags.

  5. Click Send Email.