[Seamless Help Center]

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This feature will allow you to configure the list of necessary document types that a customer needs to provides for their claims on a specific product.

To access to this page, please see Claim Settings.

Add new document type

To add new document type, please click on Add Document Type button. It will show a popup for you to provide document type information.

On this popup, you need to provide:

  • Document Type Id: unique identity of the document type that you need to assign to the document type.

  • Product: defines the product that this document type is used for. This means, when you create a claim against a policy of the product, this type will be displayed as one of document types in Claim Documents list that a customer needs to provide.

  • Document Type Name: short name to identify the document type.

After you’re done with required document type information, you need to click Save to accept creating new document type. The new document type will be added and displayed in the Document Checklist List.

Update existing document type

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