FreightClaims.com

Editing Claim Settings including: Document Categories, Customized Reference Fields, Filed & Closed Sub Statuses and the Additional Information tab.

Claim Settings

Learn how to edit and create email and letter templates in our system. Explore personalization with claim field codes, add letterhead PDFs, and use AI to craft email content, all…

Creating Email/Letter Templates

Creating roles, assigning claims, setting permissions, creating users and assigning roles to them.

Managing Roles and Users

Learn how to manage your notification settings in the platform. Discover how to view, clear, snooze, or customize alerts for claims, tasks, and document updates to stay informed and streamline…

Notification Settings

Learn how to create custom automation templates. This video covers adding tasks and emails, setting due dates, using email templates or AI, and saving workflows for future use to streamline…

Creating Automated Workflow Templates

We have updated the roles and permissions. Click the link below to learn how to manage these new settings.

Editing Roles and Permissions

Becca Welch

Adding Users, Templates and Adjusting Settings

Settings

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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