Understanding “Level of Access” for Attachments and Notes

-

 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.


Comments

Post a Comment

Popular posts from this blog

Go To Meeting vs. Zoom for Client Conferences, Demo's & Trainings

-
  Here at Casetrackerlaw, our major #1 goal is security next to system performance.   We take pride in knowing that Casetrackerlaw uses top of the line hardware, built with Adobe ColdFusion, the same software the US military uses and is PCI compliant.   So, when it comes to online meetings with our clients and their clients, we want to make sure that the online software service we use to conduct our meetings is also secure.   We use “Go To Meeting” for all of our online meetings and conference calls.   Zoom offers virtual meetings, team chats, video recording, email, and a calendar.   All the cool features are available however, after reading the Zoom User Generated Content License Agreement, we will not be using Zoom in the future. We just wanted to share with you some information that you may not have already known, because who reads the fine print?   Here is a link to the agreement, but I wanted to share a small portion of text from the agreement with you. USER CONTENT LI
Read more

Need to Add a Country? Let us Know!

-
Image
  🌍 Need to Add a Country? Let Us Know! 🌍 At CasetrackerLaw, we understand the importance of catering to your global collection needs. That's why we're constantly striving to enhance our platform to make your job of collecting money from the US and international sources even easier. Our development team has recently introduced a new feature that allows us to add countries seamlessly without the need for programming intervention. This means we can quickly accommodate your requests to include additional countries in our system.  We understand the significance of accuracy when it comes to country listings. To ensure precision and avoid potential errors in drop-down menus, individual users are not granted direct access to this feature. Instead, simply reach out to us, and we'll take care of adding the country for you promptly and accurately. Best of all, there's no cost to you for this service. We're here to support your efforts in collecting debts worldwide
Read more