Step-by-step instructions on how to add a firm
- From the More tab, tap Firms
. - On the top right, tap Options
. - Tap + New.
- The next screen will allow you to enter information.
- Feel free to add a company logo to your firm. You can grab a picture from your phone’s photo library, take a picture with the camera, or even click the blue globe icon to do a quick google image search on the name of the company!
- Feel free to add a company logo to your firm. You can grab a picture from your phone’s photo library, take a picture with the camera, or even click the blue globe icon to do a quick google image search on the name of the company!
- Once all information is entered, tap Done.
Your newly-added information will be displayed on the next screen.
To go back to your list of firms, tap < Back.
NOTE: Once you have assigned claims to this firm, you can access those claims from here, too!
View claims by firm #
- Select the Claims tab at the bottom of the screen.
- By default, only open claims will be displayed. However you can view all claims from this firm by selecting Clear Filter.