Send email from claim or exposure file

You can send emails from a claim file or exposure file by selecting the email icon on the right sidebar. See Figure 1. The email icon will appear in the same location on each screen of the claim file or exposure file. When you select the email icon, the New Email form opens. When recipients respond to an email that you send from a claim file or exposure file, the emails will be directed to your email address.

Figure 1: The email icon on the right sidebar of a claim file.
Figure 2: The New Email form. Note that emails and names populate in a dropdown list when the recipient is associated with the claim in the system.

To complete the New Email form:

  1. In the To box, type the name or email address of the recipient(s). If the name or email address belongs to someone associated with the claim in the system, a dropdown list will open with possible matching email addresses and names. Select the correct email address and name to add it. If the recipient isn’t associated with the claim in the system, type the entire email address and then press Enter/Return on your keyboard to add the email address to the To box. Multiple email addresses can be added.
  2. If you don’t want to cc someone, continue to step 3. Select CC if applicable, and the associated box will open. Type the name or email address of the recipient. If the recipient is associated with the claim in the system, a dropdown list will open with possible matching email addresses and names. Select the correct email address and name to add it. If the recipient isn’t associated with the claim in the system, type the entire email address and then press Enter / Return on your keyboard to add the email address to the CC box.
  3. If you don’t want to bcc someone, continue to step 4. Select Bcc if applicable, and the associated box will open. Type the name or email address of the recipient. If the recipient is associated with the claim in the system, a dropdown list will open with possible matching email addresses and names. Select the correct email address and name to add it. If the recipient isn’t associated with the claim in the system, type the entire email address and then press Enter/Return on your keyboard to add the email address to the Bcc box.
  4. In the Subject box, you can type additional information about the email you’re sending. Note that the Subject box auto-fills with the claim number.
  5. In the Email Body box, type your content of your email. This is a free text box, and you can use the associated toolbar to format your text.
  6. If you don’t want to add attachments, continue to step 7. From the Attachments dropdown list, select the attachment(s) you want to add to the claim. The attachments included in the dropdown list are populated by the files created or uploaded in the Attachments screen of the claim file and exposure file.
  7. When your email is ready to send, select Send Email. A banner will appear across the top of your screen notifying you that the email was sent successfully:

Email sent successfully.

Usage considerations

To exit the New Email form without sending an email, select the email icon again. If you exit the New Email form before sending an email, the information you added in the New Email form will be deleted.