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Managing & Attaching Documents

Discover how to organize, attach, and maintain your documents across projects efficiently.

Within the Cloud tab, you can manage and use your files by:

  • Viewing files → open folders and preview documents

  • Organizing files → move files into folders

  • Selecting files → use selection mode to manage multiple items

  • Deleting files → remove files you no longer need

  • Filtering → filter files by type or date

  • Attaching documents → link files directly to properties for easy access within claims

Keeping files organized and properly attached ensures your claim documentation is easy to access, manage, and use across the platform.

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