How to add/change custom action Claim Button in Client window – for a specific claim type

Open the Required Claim Type

1: Click Admin from the menu.

2: Click Claim Types from the Drop Down Menu – The Claim Types window will open.

Open Edit Claim Type Window

1: Click the Claim type required.

2: Click Edit – the Edit Claim Type window will open.

Select Button to Edit

1: Click the arrow key to scroll through the menu bar functions until the Claim Buttons button is visible.

2: Click the Claim Buttons tab – the Claim Buttons edit window will open.

3: Click on the next available button.

4: Click Edit – The Claim Buttons Details window will open.

Edit Button Details

1: Type the required button name in the Button Text.

2: Click … button to open the button actions window.

Select a Button Action

1: Select a button action from the list.

2: Click OK – the window will close.

1: Click OK – the Claim Button Details window will close.

Button Has Been Added

1: In this example the button has been added to location 5.

2: Click OK to save and close the window.

EACH USER WILL NEED TO BE AUTHORISED TO USE THE NEW BUTTON – Click here to see how.

Once the user is authorised – The test button will show for all relevant claims.