Attachments holds files and folders uploaded to a specific contact, claim, or policy, as well as to the Lines and Reports modules. You can search for a file or folder in both the Provider Administrator and Agent portals.
Search using Search for a File box
To search for a file or folder, access Attachments and:
- In the Search box, type the file name or portion of the file or folder name.
- Press Return/Enter or select the Search button.
Search for a file using Advanced Search
- Next to the Search button, select the gear icon. The Advanced Search dialog box will open.
- In the Search by File Name box, type the file or folder name.
- Under Search by Date Added, use the Start Date calendar date picker to select a start date for your search. Use the End Date calendar date picker to select an end date for your search.
- To search files or folders within a date range, under Search by Print Date, use the Start Date calendar picker to select a start date for your search. Use the End Date calendar date picker to select an end date for your search.
- When you're finished entering information into the Advanced Search dialog box, select Search. If you select Cancel or X, you will return to the Attachments screen without performing the search.