Uploading Documents to the Claim (Web App)

In many cases it can be useful to upload outside documents to your Encircle claim such as estimates, receipts, mold assessments, W-9 forms, etc. 

These can then be attached to your Encircle photo reports so that you can have all of your field documentation and paperwork in one easy-to-share report.

To upload documents, follow these steps:

1. Open the claim Overview tab.
2. Scroll down to the Documents section and click Upload Documents.
3. Drag and drop your file(s) into the upload window or click Select Files from Your Computer.
4. Select the documents you want to upload from your device.
5. Click Save Documents.

These can then be attached to your Encircle PDF reports.

Updated April 30, 2023 19:21