Attach Documents to Unposted and Posted Insurance Payments

Attaching documents with a simple, easy workflow quickly negates attaching documents to an unposted or posted payment. 

Access an Unposted and Posted Insurance Payment

Begin by navigating to the Insurance Payment tab in the menu bar and selecting the Unposted or Posted tab in the secondary menu, select the payment row you intend to attach a document.

image1.pngAttach a Document

In the secondary menu at the top of the Insurance Payment screen, click on Attach Doc.


Click on Choose File. Select your document from your saved file from your machine.

Allowed file types: doc, docx, pdf, zip, xls, xlsx, jpg, gif, png, xml, tif, tiff.


Next, add a Title, and Description, and click Upload image5.png

After confirming the upload, click on the X to exist. image3.png


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