· Browse a Document from Disk or CD

· Creating a New Document Using a W5 Document Template

· Scanning a Document from a Local Scanner

· Adding a Copy of Document to a Claim from the Document Library

· Creating a Link to a Document in the Document Library

· Reviewing the Documents Linked to a File



1.  ADDING DOCUMENTS TO A CLAIM

W5 document management allows you to add documents onto a claim using any of the following methods:

 

1

Browse a document from disk or CD

2

Create a new document using a W5 document template

3

Scan a document from a local scanner

4

Add a copy of a document from the document library

5

Create a link to a protected document in the document library

6

Attach a document attachment from an MS Outlook email

7

Browse “en-masse” a collection of documents from a folder


For methods 1 thru 5:


1.1.  Adding Documents to the Claim

To add documents to the claim you must be in the file maintenance.


Go to the File in File Maintenance - only if you’re not already there:
Home tab > Load File # (File Number) OR Load Name (Claimant) OR File Search E(dit)


1.  Click on the Documents tab (left panel).


2.  Click on the New button (on the bottom toolbar).


1.2.  Adding Documents to a Claim - Browse a Document from Disk or CD


Go to the File in File Maintenance - only if you’re not already there:
Home tab > Load File # (File Number) OR Load Name (Claimant) OR File Search E(dit)


1.  Click on the Documents tab (left panel).


2.  Click on the New button (on the bottom toolbar).


3.  Click on the Browse button under the New Document section.


A file browser window will open.  Locate and select the file that you want to upload to the claim, then click on the Open button.


You can only select one file at a time.


Unless W5 is configured otherwise, the file will be copied from the selected folder. It will not be moved or deleted.


4.  Enter a Document Ref.


This is a 50 character “caption” for the document.


The name of the file as it appeared in the browse window will be used as the default.


You can change it to whatever is appropriate.


5.  Specify a Document Type.


This is the document extension and a description of the type of file, i.e.: Word Document, PDF Document, etc.


6.  Specify Draft/Final.


Optional - Tell W5 whether this is a draft or final. User access to a document can be in part controlled by its draft or final setting.


7.  Indicate a Document Class.


You can optionally assign a classification to a document. This can be used as an organization aid.


User access to a document can be in part controlled by its classification setting.


8.  Click on the Save button (on the bottom toolbar).


1.3.  Creating a New Document Using a W5 Document Template

 

Go to the File in File Maintenance - only if you’re not already there:
Home tab > Load File # (File Number) OR Load Name (Claimant) OR File Search E(dit)


1.  Click on the Documents tab (left panel).

 

2.  Click on the New button (on the bottom toolbar).


3.  Click on the From Template button under the New Document section.


4.  Select a template from the Template list.


5.  Fill in the fields as needed:


(a) Document Ref.


(b) Document Type


(c) Draft/Final


(d) Document Class


6.  Click on the Save button (on the bottom toolbar).


W5 will create the document from the template and attach it to the file.


The document will then be downloaded to your workstation and opened.


Any changes that you make to the document will NOT be saved back to the file or service UNLESS you close the document and repeat step 6 above.


1.4.  Adding Documents to a File - Scanning a Document from a Local Scanner

 

Go to the File in File Maintenance - only if you’re not already there:
Home tab > Load File # (File Number) OR Load Name (Claimant) OR File Search E(dit)


1.  Click on the Documents tab (left panel).

 

2.  Click the New button (on the bottom toolbar).


3.  Click on the Scan button under the New Document section.


If you’re going to use the sheet feeder on the scanner then click on “Use Feeder”.  Otherwise W5 will try to scan from the flatbed.  If you think it is necessary then make any setting adjustments.


4.  Click on Scan.


Last Page
The page or pages will be scanned into W5 and the last page scanned will be displayed.
Reading Pages
Access all of the pages by clicking on Thumbnails at the bottom of the Scanning form and then selecting the page to read.
Delete Page
Delete any page by selecting the page and clicking on Delete Image.
Rescan
Rescan a page
Rotate Page
Rotate a page by selecting the page, then click on the rotate icon.
Reorganizing
Reorganize by selecting a page, then dragging it to another page location.


5.  Click on the Make Document button when scanning completed..


(a).  Select an image format (PDF or TIFF).


6.  Click on the Save Document button.


7.  Fill in the fields as needed:


(a) Document Ref.

 

(b) Document Type


(c) Draft/Final

 

(d) Document Class

 

8.  Click on the Save button (on the bottom toolbar).


1.5.  Adding a Copy of a Document to a File from the Document Library

 

Copying a document from the Document Library to this case.


Go to the File in File Maintenance - only if you’re not already there:
Home tab > Load File # (File Number) OR Load Name (Claimant) OR File Search E(dit)


1.  Click on the Documents tab (left panel).

 

2.  Click the New button (on the bottom toolbar).

 

3.  Click on the Copy From Library button under the New Document section.


The Document Library form will open.

 

4.  Click on the Library to expand the listing.

 

 



The sub-folders will be displayed.

 

5.  Click on the sub-folder that contains the document you wish to copy (an example is displayed below).

 

 


A listing of the documents contained within the folder are displayed.

 

6.  Navigate to the document you want to copy (attach).

 

7.  Click on the Document ID link that belongs to the document you want copied (and attached) to this case.

 

 

 

8.  Fill in the fields as needed:

 

(a) Document Ref.

 

(b) Document Type

 

(c) Draft/Final

 

(d) Document Class

 

9.  Click on the Save button (on the bottom toolbar).


1.6.  Creating a Link to Document in the Document Library

 

Creating a link to a document from the Document Library to this file.


Go to the File in File Maintenance - only if you’re not already there:
Home tab > Load File # (File Number) OR Load Name (Claimant) OR File Search E(dit)


1.  Click on the Documents tab (left panel).

 

2.  Click the New button (on the bottom toolbar).

 

3.  Click on the Copy From Library button under the New Document section.


The Document Library form will open.

 

4.  Click on the Library to expand the listing.

 

 



The sub-folders will be displayed.

 

5.  Click on the sub-folder that contains the document you wish to copy (an example is displayed below).

 

 


A listing of the documents contained within the folder are displayed.

 

6.  Navigate to the document you want to link to this file.

 

7.  Click on the Document ID link that belongs to the document you want linked to this file.

  

 

8.  Fill in the fields as needed in the Document Maintenance form:

 

(a) Document Ref.

 

(b) Document Type

 

(c) Draft/Final

 

(d) Document Class

 

9.  Click on the Save button (on the bottom toolbar).


W5 will create a link of the document and attach it to the file.


1.6.2. Reviewing the Documents Linked to a File

 

Go to the File in File Maintenance - only if you’re not already there:
Home tab > Load File # (File Number) OR Load Name (Claimant) OR File Search E(dit)


1.  Click on the Documents tab (left panel).

 

2.  Click the Refresh button to update the listing if the documents have just been linked to this file.


The linked documents will display (and are available) alongside of the other documents for that file.