Question Type of 'File' to allow customers to upload PDF or images of the risk.

Completed

Permanently deleted user

21 July 2010 08:49

This would allow brokers to submit PDF files containing images or possibly written presentations at the time that they submit the Quote.

This would then be retained with the case record and would be available for the underwriter to view when looking at the quote request.

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6 comments

Jon Collis 09 September 2010 11:10

Good Idea Colin,

This would help for the more complicated risks

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Mark Williams 27 January 2012 11:26

I like this idea. It would allow clients/brokers to upload confirmed claims experience or copies of previous surveys directly into the document area.

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Adam Bishop 07 April 2012 07:13

I love this one, something I'd never thought of.

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Permanently deleted user 12 April 2012 10:36

Great idea

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Permanently deleted user 14 February 2014 09:26

Hi,

This is now available in Labs to test. To access this add /Labs to your SchemeServe URL. Eg. myscheme.schemeserve.com/labs

Thanks

Adam Mac

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Ed Halsey 14 February 2014 14:56

Gents,

You'll hopefully have gotten the blog post today relating to this feature with a full feature walkthrough provided by Nore.

If not, it can be found here:- http://www.insurancesoftware.co.uk/feature-file-uploading-quote-process

Any additional questions, please let me know.

Ed

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