The Legal page allows you to logically capture and store legal records, documents and notes.
To access the Legal page, go to Claim Management > Legal from the menu.
ADD A LEGAL RECORD
You can add a Legal record from the Add Information button available on the summary page, or through the Add button on the Legal page.
From here, you'll be taken to a page to enter in the relevant details for this legal record.
The 'Type' drop-down will show default options, however, additional 'Type' options can be added by an Admin user via the account configuration settings.
Once you've entered the available details for that legal record, select Save.
LEGAL CLAIM DOCUMENTS AND LEGAL NOTES
Legal Claim Documents and Legal Notes can be added via the legal page using the Add button.
These can also be added via the Claim Documents or Notes pages if required where if they are given a category of 'Legal' then they will appear in the Legal page automatically for easy access.