Distribute Documents

Use the Distribute command to send documents to other users or clients. A message can be sent by email to other system users, and by either email or fax to someone who is a party to the claim. The VIN must be included in the Valuation Request before documents can be distributed. Before viewing the documents, each recipient must enter the VIN.

How to

  1. Click Distribute.
  2. If necessary, select the Recipient Type.
  3. In the To line, enter the email address of the recipient.
  4. To send the message to multiple recipients, separate each address with a semicolon (;).
  5. Enter an appropriate Message.
  6. Click Send. When prompted that the email has been sent, click Close.

Reference

To

Enter the e-mail address of the recipient. To distribute the message to multiple recipients, separate each address by a semicolon (;). By default, this field will contain the e-mail address of the vehicle owner from the Admin section of the worksheet.

Subject

The text, "Market Valuation for claim, " followed by the claim number, vehicle year, and model is entered by default.  The subject line text can be used as is, or changed as needed.

Message

Enter the message text.

Send

Click to distribute the message to all parties listed in the To line.

Cancel

Click to cancel the message without sending and return to the valuation request.
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