Claims Attachment Tab

The Attachments screen in a claim allows you to upload, organize, and manage documents related to that specific claim. It is available in both the Provider Administrator and Agent portals, with consistent functionality across all modules where attachments are used.

For a broader explanation of attachment functionality throughout the system, see the Attachments Overview.

On the Attachments tab, you can:

• Select a Type from a searchable dropdown when uploading or editing a file.
• Add a Description to provide context or details about the document.
• View type and description in the attachment list and the file detail modal.
• Search for files by type, using the updated search functionality.

Upload Files with File Details

When uploading a new file in the Attachments tab:

• A searchable Type dropdown list appears, allowing users to select a tag such as Appraisal or Invoices. 
• A Description textbox is also available for optional input.

After uploading an attachment, the attachment row will display the selected type and entered description, if provided. This information is also available in the file’s More Info pop-up.

Edit Existing Files

You can edit an uploaded file’s name, type, and description through the updated edit functionality. Previously saved type and description file details will persist unless manually updated.

To support this functionality:

• The Files table includes two new optional fields: type and description.
• File type options are maintained in the FILE_TAG lookup table, configured under Settings > Lookup Configuration.
  • Default values consist of the following File types: 
    • Adjuster Final Report
    • Adjuster First Report
    • Adjuster Interim Report
    • Appraisal
    • Appraisal Documentation
    • Atty/Legal Correspondence
    • Building Estimate
    • CAT Team Process Letter (CAT code & Process Letter)
    • Cause and Origin Adjuster Report/Letter
    • Change of Adjuster Letter
    • Claim Acknowledgement Letter
    • Claim Assignment
    • Claim Check Issuance Letter
    • Claim Closed without Pay Letter
    • Claim Log Notes
    • Claim Reopened Letter
    • Claims Documentation
    • Claim Settlement Letter (Applicable Coverages & Liability Decision Breakdown) Letter (Insd Only)
    • Claim Status LetterConfirmation of Field Adjuster Assignment Letter
      
    • Declarations Page
    • Invoices

Notes: 

• Developers or admins can confirm the correct setup by verifying that the FILE_TAG lookup exists and is populated within the system settings and that the lookup values are returned via the api/v2/quick_code_values/list_quick_code_values API.
• If a user attempts to upload a file without selecting an actual document (even if the type and description are filled), BriteCore will block the submission and display an appropriate error message.

Search Enhancements

File search has also been updated to support queries by Type, allowing users to more easily find specific kinds of documents across a claim’s attachments by using the selected tags.

Private Folders and Subfolders

When a claim is created, BriteCore automatically generates a private folder in the Attachments screen and marks the folder with a lock icon, hiding it from agents.

You can configure BriteCore to create additional private subfolders within this folder by enabling the claim_private_subfolders advanced setting. Any subfolders created this way will also be private and agent-restricted.

To configure additional private subfolders:

1. Go to Settings > Advanced.

2. Search for claim_private_subfolders.

3. In the Setting Value field, enter the names of the subfolders you want to create, separated by commas, and in the order you want them to appear.

Automatically Copy Documents to the Claim

To streamline claims processing, you can configure BriteCore to automatically copy specific policy documents into the claim’s Attachments screen once the Loss Date is set. This is controlled by the copy-files-to-claims-attachments advanced setting.

Only documents with an effective date less than or equal to the Loss Date will be copied.

Example: If a Loss Date is 9/1/25 and available declarations have effective dates of 6/1/25, 8/1/25, and 10/1/25, BriteCore will attach the declaration dated 8/1/25.

To define which documents to copy automatically:

1. Go to Settings > Advanced.

2. Search for copy-files-to-claims-attachments.

3. In the Setting Value field, enter the document names you want to copy, separated by commas.

Usage Considerations

Several advanced settings impact how the Attachments screen behaves, particularly in the Agent portal:

• agent-display-file-attachments-button:

  • Set to True to show the Upload File button in the Agent portal.

  • Set to False to hide the button from agents.

• hide-loss-notice-to-agent-agency:

  • When enabled, the Loss Notice document will be hidden from the Attachments screen in the Agent portal.

• private-folder-upload-notes:

  • Set to True to automatically create a system note when a file is uploaded to a private folder.

  • Set to False to prevent note creation during private folder uploads.

Note: Any file or folder marked with a lock icon is private and not visible to agents.