Document upload feature in clicktrack
Quicker for you
Quicker than fax, email and post! Using document upload ensures
that documents are immediately assigned to the correct case. Using
other methods results in documents sitting in a queue waiting to be
assigned
Easier for you
Documents are assigned directly to the underwriter dealing with
the application as soon as it’s been uploaded
We accept all of the standard file formats: MS Word, MS Excel,
PDF, TIF, TIFF, JPG, JPEG, XPS
Clearer for you
View your documents all in one place - all documents can be
viewed against the relevant application within clicktrack after
submission
Uploading your documents is easy:
1. Just click on ‘Track your applications’ on the Main Menu
page in click
2. Select your client from the list
3. Go straight to the documents tab and click the ‘upload a
document’ button to start uploading
Documents must be uploaded individually, this will link
your documents to outstanding tasks and ensure that your
information is processed as quickly as possible.
Document
upload user guide >
Click user guide
>
Document upload helpful hints
>
Problems downloading PDF's from our
website? >