Uploading a file in the claim overview

To upload a file to the claim overview, you must be logged into the WhisperClaims system using either:

• The user to which the client is allocated, or

• An account that has access to view All clients & claims

Up to twenty files can be uploaded per claim. The following file types are supported: .docx, .pdf, .csv, .jpeg, .png, .xls, .xlsx, .txt

To upload a file:

1. Prepare files of accepted types for upload. 

2. Locate the claim to which you want to upload the file, either through thelink or the client view

3. In the  section, click

   This displays the Upload Files form

4. Add files either by dragging and dropping them into the box, or through browsing file folders. 
   

5. If files are added mistakenly, they can be removed by selecting 

6. Once the list of files to be uploaded is correct, click 

7. The files will be scanned for viruses before being uploaded to the WhisperClaims app.

   The files are now displayed in the  section
   

Uploaded files can be downloaded by selecting the  button, and deleted by selecting the  button.

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