Understanding “Level of Access” for Attachments and Notes

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 What is "Level of Access"? "Level of Access" refers to the administrator's ability to control which users can view specific documents or notes that are attached or entered into the claim within our system.

Four Levels of Access for Attachments:

1.     All: Visible to anyone with access to the system and working on claims.

2.     Self: Displayed only for the user who attached the document.

3.     Fwd Attorney: Accessible to all admins and attorneys.

4.     Internal File: Viewable by all in-house users.

Setting Access for Attachments:

  • Admins or collectors can choose "All," "Internal File," or "Fwd Attorney" when attaching a document, based on who needs to see it.
  • When an attorney attaches a document, it is automatically marked as "Fwd Attorney" on the admin side.
  • If a creditor or forwarder attaches a document, it is automatically marked as "All" on the admin side.

Four Levels of Access for Notes: The four levels of access for notes are the same as attachments. However, notes can only be entered by the admin side and can be viewed by clients or attorneys. The admin decides who can view the notes by selecting the appropriate level of access.

This "Level of Access" feature enhances flexibility, confidentiality, and efficiency in managing documents and notes associated with claims. It ensures that sensitive information is shared only with the intended audience, streamlining communication and collaboration within the system.

If you have any further questions or need clarification on how to utilize the "Level of Access" feature, please don't hesitate to contact our support team.

Thank you for choosing Casetrackerlaw for your claim management needs.


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