How to Send Link After the Claim is Setup
To send Link from Web
Link from Encircle can be sent to a policyholder at different points in the workflow, either during the claim setup after or any time during the claim process.
After entering the policyholder and claim details, you can add a Link before opening the claim. See the video below.
To send Link after the claim is set up, (an existing claim), do the following:
- In the Overview, (left menu section of the claim), scroll down to the Link section and click Add Link.
- Select the Link Delivery Medium to send the link either by email or text message.
- Ensure the policyholder email or mobile phone is entered, depending on which method you will use to send the link.
- Select or the Room(s) you want the policyholder to photograph. To add a document for remote signing, click Create Document and follow the prompts.
- Click Add Link.
See the related articles below for further assistance with guiding the policyholder to take photos and sign documents.