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Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

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CS - Claims Regulatory

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Printing State Forms

When trying to print a state form, the system attaches it to the Note but the category shows "no description". The client has asked for the ability to set the Title and Category when printing a State form.
Guest almost 4 years ago in CS - Claims Regulatory 1 Future consideration

Add multiple signer capabilities via Adobe Sign for State Forms

Add Adobe Sign workflows to allow multiple signers for State Forms (internal client signers such as Adjusters/Claims Managers and external signers such as Attorneys, Physicians, Former Employees). Secondary need is the ability to update specific f...
Vince Homer about 4 years ago in CS - Claims Regulatory 1 Future consideration