Add PropErty Bulk – The bulk upload function can be used either during the creation of a new claim or after a new claim has been created If… Then… 1 Using the bulk upload function during the Follow steps 1-4 creation of a new claim Using the bulk upload function after a new Follow steps 5-8 claim has been created 2 Follow steps 1-4 of process 5.1 Create New Claim Attach a completed bulk upload file 3 4 5 Navigate to an un-submitted claim 6 Attach a completed bulk upload file 7 8 Add Property Individual – 1 Navigate to an un-submitted claim 2 3 Enter property and product data into all fields required 4 Note: to quickly return to the same un-submitted claim to add another property click on the to ‘Return link in the grey banner containing the property address List’ Edit Property 1 Navigate to the un-submitted claim
Add PropErty – Bulk 1 The bulk upload function can be used either during the creation of a new claim or after a new claim has been created If… Then… Using the bulk upload function during the creation of a new claim Follow steps 1-4 Using the bulk upload function after a new claim has been created Follow steps 5-8 2 Follow steps 1-4 of process 5.1 Create New Claim 3 Attach a completed bulk upload file 4 5 Navigate to an un-submitted claim 6 7 Attach a completed bulk upload file 8 Add Property – Individual 1 Navigate to an un-submitted claim 2 3 Enter property and product data into all fields required 4 Note: to quickly return to the same un-submitted claim to add another property click on the ‘Return to List’ link in the grey banner containing the property address Edit Property 1 Navigate to the un-submitted claim
GEM-Milestones-and-Claims.docx