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The ‘eDocs’ tab is where you can view and/or download a clients document from allows you to view and download a client’s document and electronic memo from the insurer. Below are the instructions on how to do so. View the steps below:
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Search for the client by name or policy number to locate a specific document. You can also set a download date to narrow your search.
Under the ‘Actions’ column, click the magnifying glass.
You can click the
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‘Download’ button to
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download the Edoc, or simply scroll through the document in your browser.
Tips:
Use this tool to check to see if a document has been downloaded (it should also be viewable in a client’s a client’s web portal or app if it shows up here).
Only policies that produce a download will appear in the ‘eDocs’ tab.