eDocs

The ‘eDocs’ tab allows you to view and download a client’s document and electronic memo from the insurer. View the steps below:  

1. 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. 

2. Under the ‘Actions’ column, click the magnifying glass. 

3. You can click the ‘Download’ button to download the Edoc, or simply scroll through the document in your browser. 

Tips: 

• Use this tool to check if a document has been downloaded (it should also be viewable in a client’s web portal or app if it shows up here). 

• Only policies that produce a download will appear in the ‘eDocs’ tab. 

Add/View eDocs