Requesting Photos & Document Signatures (Web App)

Encircle Link is a powerful tool for requesting photos, videos, and document signatures from your clients and other collaborators, such as sub-trades. Link recipients won't be required to download or sign into anything to do this. 

See the following video to learn more:

Link can be used at all stages of a job:

• On the frontend to assess the loss
• During the job, to manage client concerns or complaints
• At the end, to wrap up your completion paperwork

Sending a Policyholder Link

1. Click on the Overview tab of a claim.
2. Click the Send a Link button under the "Policyholder Link" section.
3. In the "Setup Policyholder Link" window, select a Delivery Method. You can send a link via email, SMS, or both. 
4. The Policyholder Details will auto-populate with the information entered in the claim.
5. Under Areas to Document, a room called Policyholder Photos and Videos will be selected by default. This will prompt your client to add photos and videos; deselect if that request isn't required.
6. Add Documents to the request. You can add an existing report or create a new one by clicking Generate Report. 
   • If a form requires a signature, you will need to sign it before sending. To add a signature, click Preview & Sign. A permanent company signature can be added. 
7. Once all required fields have been updated, click Save Document.
8. When you're ready to send the request, click Save & Send.

Your client will receive a message prompting them to click a link, after which they will be asked to take photos and/or sign documents. 

As your client works through their assigned tasks, you will receive real-time notifications tracking their progress. You'll be alerted exactly when a task starts and when it's completed. 

• Click on an incoming link notification or the Policyholder Link graphic from the Overview tab to view a client's photos and documents. 

Sending a Link to a Third Party

Link can also be handy for third parties, such as sub-trades, property managers, and tenants. You can have as many Link recipients as needed on a claim. 

1. Click on the Overview tab of a claim.
2. Scroll down to the "Link" section and click the Add Link button.
3. In the "Add Link" window, select a Delivery Method.
4. Select the requested Areas to Document and attach Documents. 
5. Click Save & Send when you're ready to send the request.

Updated May 26, 2026 16:47