LogiClaim – Full User Manual
Getting Started
- System Overview
- Using the System for the First Time
- How to Set the Storage Location of the Document Files
- Glossary of Terms
- Understanding the Offer and Billing Tab
Creating Documents
- How to Edit the Document Library
- How to Create a New Document Header
- How to Edit a Document Header
- How to Create a New Document Footer
- How to Change a Document Footer
- How to Create a New Document
- How to Attach a Header and a Footer to a Letter
- How to Change the Capitalisation of Merge Fields Manually
- How to Add Merge Fields to Documents in the Document Library
- How Do I Change the Salutation on a Letter and Identify Whether a Claim Refers to a Primary, Secondary or Both Clients?
- Configurable Merge Fields
- How to Download and Attach the New FOS Letter
- How to Change the Date Format to Remove the Time Entry
- How to Set a Default Printer for a Document in the Document Library
- How to Add Multiple Banks for Multiple Claims on to a Letter
- How to Add Mis-Selling Points to a Document
- How to Set Up a Document to Print if No Email Address is Available
- How to use Alternative Headers & Footers for Other Claim Types and Commissions
- Setting up an email to contain an attachment
- Setting up a Document to (re-)print an existing Attachment from client's history
- Number Formatting in a Merge Field
- Append a Summary CSV File to a PDF
- Add E-Signatures to Documents Through LogiClaim
- How to use Intelligent Mergefields
Action Library
- What is the Action Library?
- Open the Action Library and Select View Type
- How to Create a New Action in the Action Library
- How to Set Up an Action
- How to Add, Edit or Delete a Schedule to an Action
- How to Add or a Delete Action
- How to Set Up an Action to Print Documents
- How to Assign and Action to Print Using Shared Printer Pools
- How to Auto Assign a User to an Action
- How to Set Display Users in an Action (How to Authorise a User to Run an Action)
- How to Run a Script with an Action
- I have created an Action but Users cannot see it in the Action Library.
- How to Add, Activate and Authorise Daily Automation in an Action
- How to Use the Client Chaser Options – Set Up Cold Call Actions
- How to Use the Client Chaser Options – Using Cold Call Actions
- How to Set Up an Action to Only Run Other Actions
- How to Set Up an Action to Run on Only One Specific Claim Type or All Claim Types
- How to Create an Action that Converts a Lead to a Live Client
- How do I select the Update Claim Options
- How to limit an Action to only be run once against a client
- How to configure an Action to create merged PDF documents
- How to set the Action for the Client Billing Schedule Reminder
- How to Apply the tracking of a Claim Stage Duration to an Action
- How to set up an Action to prompt for follow-up Actions
- How to Edit an Action Directly from the Action Schedule Window
- How to use the Ready to Deploy Flag
- How to Edit an Action Directly from the Action Schedule Window
- Set an Action to Change Client Statuses and Client Status Details
- How to set up an Action to Change the Commission Amounts
- Questionnaire Answers in Conditional Actions
- Replacing Old Attachments / Scanned Document with New Documents of the Same Type
Search
- How to display the Client Headers in the Search window
- How to display the Claim Headers in the Search window
- How to expand the information in the Search window
- How to display Returned Claims only in the Search window
- How to Create a New Client
- How to add a File Note for a client across multiple claims
- How to change a Claim Ref.
- How to Enable or Disable the Search button for a User
- How to Delete a Client
- How to Search for Live Cases and/or Leads
- How to look up an address by Postcode from the internet
- How to use the Payments tab
- How do I copy the Questionnaire Answers from one claim to another
- How to Enable/Disable the Questionnaire Copy Function
- How to move an attachment from one claim to another
- How to attach an item from one claim to another claim's email
- How to view the Claim Stage Duration information on a Claim
- Search by Lender
- Search by Second Client Surname
Claims
- How to Export all Correspondence in a Client's History
- How to show the Claim Only button in a claim window
Claim Stages
- What are Claim Stages
- How to set up Claim Stages
- How to Re-assign a User in a Claim Stage
- How to reassign all a User's clients to another user
- Show Account Manager Claim Stages
Client Statuses
- How do I authorise a User to update Client Statuses
- How to set up Client Statuses
- How to set up an Action to change a Client Status
- Toggle Claim Type Change to Automatically Update Status
- How to Add an Action Type to a Claim Stage
- Open a Locked Client and View History
Admin – Claim Types
- How to set up a new Claim Type
- How to Add Labels to Questionnaire
- How to Configure Claim Type Options
- How to set the default Claim Type Option
- How to copy a questionnaire from one Claim Type to Another
- How to Copy Actions and Documents from one Claim Type to Another
- Disable Claim Type Buttons Once
- Add a Restriction to the Account Number Field
Admin – Config
- How to automatically format (capitalise) client name & q'nnaire fields
- How to turn on or off the Warning when Exiting Synoptic Claims
- How to enable the Status Log Tab
- How to set visual flags for Status Boxes on a claim
- How to make the Claim Type Mandatory
- How to set the frequency when a user is forced to change his password
- How to use Client Questionnaire
- Display Link Between Related Clients
- How to display the Account Owner Type
- How to hide license information
- How to put the New Client button on the main screen
- How to change the Default Currency Symbol
- How to make User Teams visible
- How to make Claim Type Options Visible
- How to Enable Live and Leads Search
- How to Change the configurable Labels in the Claim Screen
- How to Automatically save the current user as the Client User and the Claim User
- How to enable Client Claim Stages
- How to set up the paths for printing merged PDF documents
- How to set the system so that it checks the Claim and Client Introducer are the same
- How to show/hide the Internet Post Code Lookup Button (Look Up PC)
- Make the Account Owner Type Visible in a Claim
- How to open the browser from the client (DIVA)
- How to use the Alternative Client Ref as an Email Subject
- How to enable the Payment List Report
- How to Change the ClaimAltRef to display NI Number
- How to change the "\" in a Claim number to "/" in Mail merge
- How to enable/disable the Questionnaire Copy function
- How to show/hide a 2nd person in the client's claim form
- How to enable the Search by DOB feature
- How to toggle free typing in the Client Salutation field
- How to set the Default From Email Address to overide all Users email addresses
- How to enable the Preview Document function
- How to Auto-Capitalise Names and Addresses in the claim form
- How to enable user log-on reporting
- How to toggle Client file opened logs
- How to Activate the Daily Automation Scheduler
- How to include previous names in the Account name
- How to include the 2nd person in the Account name
- How to Capture the Client's Middle Name
- How to Hide/Show the Bank Branch Button in the Claim Window
- How to display All Claim Type groups in Action set-up
- How to change the items that are visible in the Account Name drop down list
- How to hide the Claim ref from the window title
- How to make the Account Name in a Claim change automatically when the Client details is changed
- How to use the Claims 'LT ' (list) merge fields
- How to hide the search by Client Ref
- How to change the search by Client Alt Ref to search by Client Ref
- How to rename the Client Ref column to Alt Ref in the client claims list
- How to rename the Ref column/header to Claim Number in the Client ToDo list
- How to add a Alt Ref column in the Client ToDo list
- How to relax the rules re Client and Claim attached to Actions and Documents
- How to track Data changes
- How to set an action to save historical attachments to a folder in JP2 format
- How to set the copy to JP2 from historical attatchments to save in per Bank …
- How to use per-claim Joint Clients/Applicants
- How to change the "Cancelled" label for your own text
- How to show the FOS Reference field
- How to show the Final Decision Date (FDL Date)
- How to rename the tabs in the Claims window
- How to Show / Hide the Second Person in a Claim
- Apply the Commissions Button
- Override Config Options for Running Documents with Aspose or Word
- Enable/Disable Duplex Printing
- Mandatory Questionnaires & Questions
- Enable Pop-Up to Alert Notes Logged on an Action
- Set License Warning Message Days before Expiry
- Adding Previous Addresses Using The New Client Window
Admin – Drop Down Lists
- How to Add to, Change or Delete a Sales Location to/from the drop down list
- How to Add to, Change or Delete a Sales Advisors to/from the drop down list
- How to Add, Change or Delete a solicitor to/from the drop down list
- How to Add to, Change or Delete a status to/from the drop down list
- How to Add, Change or Delete Claim Potential List to/from the drop down list
- How to Add, Change or Delete an Origin to/from the drop down list
- How to Add, Change or Delete Primary Sources to/from the drop down list
- How to Add, Change or Delete a Secondary Source to/from a Primary Source
- How to Add, Change or Delete Sub Claims Statuses to/from the drop down list
- How to Add, Change or Delete Status Groups to/from the drop down list
- How to Add, Change or Delete Client Profile Categories to/from the drop down list
- How to Add, Change or Delete Bank Categories to/from the drop down list
- How to make a Status Bullet Proof
- How to Authorise/Deauthorise the use of the Claim Potential List
- How to enable/disable the use of the Bank Categories drop down list
- How to Create Claim Colours associated with different Claim Statuses
- How to Set Up a Claim Duration Stage
- How to make visible Claim Statuses in the claim form depend on the current Status
Admin – Introducer
- How to create a new Introducer
- How to Edit an Introducer
- How to Add or Delete a Sub Introducer
- How to override claim type commission percentage with introducers percentage
- How to set default Claim Type for a Introducer
Admin – Report Builder
- How to grant/remove Report Builder editing permissions
- How to block Users from using a Custom Report
- How to use the Report Builder
- How to use the User Log-on reporter
- How to use the average claim state duration log report
Admin – Tools
- How to schedule a review for Prospective Claims (with no Actions pending in the To Do list)
- How to Import Phone Numbers as Leads or Live Clients
- How to Undelete a Client
- How to Undelete a Claim
- How to Use the PDF Merge Tool
Admin – Users
- How to create a new User
- How to Copy the Permissions and Actions Settings from another User
- How to Edit User Permissions
- How to restrict a User to view only the Clients they own
- Edit History User Permission
- How to Authorise Daily Automation
- How to deactivate the Client Conflict Button
- Blocking Users from editing the Claim Alt Ref field
- Blocking Users from editing the Client Alt Ref field
- How to deactivate Links to Searches in Client Screen
- How to change a User's Permission to View Claim Amounts and Solicitors sections in a Claim
- How to change a User's Permission to View Introducer Details in a Claim
- How to Allow / Deny a User permission to see the FOS Questionnaire tab
- How to Allow / Deny a User permission to see the Status Log tab
- How to Allow / Deny a User permission to see the Client Profile tab
- How to Authorise a User to view the Claim Stages Admin Section
- How to Allow / Deny a User permission to change a Claim's Status
- How to Authorise a User to View Client Claim Stages Tab
- How to Allow/Deny Users permission to Delete Actions in the Client To Do list
- How to Hide the New Related Client Button for Users
- How an Administrator User changes a password
- How a Standard User changes their password
- How to create, Edit or Delete a User Template
- How to Create, Edit or Delete a User Team
- How to allow / deny a User permission to edit items on the Offer and Billing tab
- How to Authorise a User to see the Claim Duration Tab in a Claim
- How to allow/deny users to delete actions in the client history list
- How to grant/deny a User permission to view the Total Amount Billed column in the ToDo list
- How to Edit/View Stages
- How to make the FDL field re-editable for a user
- How to Hide the New Related Client Button for Users
- How to force a User to change their Password at their next login
- How to switch on or off the Unable to Get Licence Details warning
- Enable Modification of a Locked Clients
- Permission to Reassign Actions
- Permission to Edit an Invoice Ref
Scanning
- How to Scan a Document
- How to Attach a Scanned Document to a Claim
- How to Scan a Signature
- How to create a divider page so that scans are seperated
- How to ignore blank pages when scanning in duplex mode
- How to Print a Barcode on a letter and automatically attach it back to the Claim when Scanning
- Scan by ClientClaim ID
- Friendly Naming of Documents
- Using Signatures in a Document
General
- How to move an Email from claim to another
- Add, Edit or Delete Banks Main Office information
- How to Add/Edit a 2nd Address to a Bank Main Office
- How to Add, Edit or Delete a Bank Branch
- How do I Reassign An Action
- How to view claims based on changes in Status over a Date Range
- How to view the Introducer and Sales Performance Report
- How to filter the history of a client
- How to use the new User Performance And Workload Report
- How to Run the Claims with Action Type Report
- How to Export Claim Attachments
- How to Search the Bank List
- How to run the Action with Follow On Action Report
- How to Run the Payments List Report
- How to toggle 'Search as you Type' in Address finder
- How to Attach Scanned Items to a client's history
- Enable Alternate Email Field
- Edit Claim Label Text
- Date Joined Visibility Permission
- Using Keyword Rules in SMS Correspondence with a Client
Printing
Payments
- How to enable the part payment Billing module
- How to record and Allocate part payments
- Creating a Payment Schedule
- Enabling Payment Gateway
- Permission to Add Payments
- Limit Payment type options
- Creating Repeat Card Payment Schedules
- Making a single card payment
- Create Multiple Invoices
- Add a Surcharge to Bill when Receiving a Card Payment
- Capture BACS/Cheque Numbers
Create Questionnaires
- How to create/change Mis-Selling Checks for a claim type
- How to create/change Questionnaire check list for a claim type
- How to create/change a details Questionnaire for a claim type
- How to create/change Default Answers to a details Questionnaire for a claim type
- How to set questionnaire answers as Currency
- Adding Claim Questionnaires
- Adding Client Questionnaires
- Setting Questionnaire Permissions
- Organizing the questionnaire tabs
Ultra-Dialler
Misc
- How to add/change custom action Claim Button in Client window – for all claim types
- How to delete custom action Claim Button in Client window – for all claim types
- How to add/change custom action Claim Button in Client window – for a specific claim type
- How to delete custom action Claim Button in Client window – for a specific claim type
- How to authorise/de-authorise a user to use a custom action Claim Button in Client window – for a specific claim type
- How to add a custom claim form State Button tick box
- How to delete a custom claim form State Button tick box
- How to bulk update claim statuses
- What is a Mandatory Field?
- How to Backup the Database
- How do I deal with the Microsoft Word Error "cannot start the converter mswrd632.wpc"
- How to use SMS functionality
- Configure a template to be sent by SMS
- Send an SMS
- How to recover a suspect database
- Definition of terms
- How to send an incoming email from Outlook to LogiClaim
- How to Create a Sticky Note in History
- Linking Clients to an OnBase account
To Do List
- How to open the To Do List
- How to change the visible columns in the To Do list
- How to filter items to view in a To Do list
- How to Delete Items from the To Do List
- How to sort the To Do list
- Main To Do List Is Hierarchical
- How to Schedule a review on all Live Claims with no To Do's
- How to Show Total Claims on the main To Do list
- How to Show Product Type on the main To Do list
- How to Show Date of Birth on the main To Do list
Portal
- How to create an introducer logon for the web portal
- How an introducer views claims via the web portal
- How to chase via the web portal
Where is the Data Found?
- Where is the Contact Data Held?
- Where is the Claim Data Held?
- Where is the Accounting Data Held?
- Where is the Introducer Data Held?
- Where is the Banks Data Held?