In this session, we will quickly show you how to utilize Documents to share any type of file with your insured. Also, you can request documents or files from your insured within a Submission. This will help you to streamline your workflow and you can find this information in the 2nd half of this video.
For Additional Information on Document Security, you can visit: https://help.useindio.com/en/articles/3625623-document-security
Lastly, for more information on Document Upload request, please check out the following Help Center Article: https://help.useindio.com/en/articles/6027677-document-upload-requests