When should I scan documents?

Publié environ 3 ans il y a par  Mark Cuban

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Mark Cuban
Mark Cuban

When is the best time to scan a document when using the customer service screens? Can I initiate scanning by using a function key?

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Keith Fischer

Keith Fischer publiés sur un an il y a Administrateur Meilleure réponse

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Keith Fischer

Keith Fischer publiés sur un an il y a Administrateur Réponse

rgfdfgndfghdfghdfghdfghdfghdfghd

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Keith Fischer

Keith Fischer publiés presque 3 ans il y a Administrateur

This is a good place to see a popular topic

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Keith Fischer

Keith Fischer publiés environ 3 ans il y a Administrateur

USSI suggests that once you have received a document, you should enter the pertinent information into the InsurancePlus Customer Service screen, scan and attach the document, and then follow-up the scan with a note to the next user that follows.

1 Votes

Mark Cuban

Mark Cuban publiés environ 3 ans il y a

We have had a lot of luck scanning while you are entering the customer service information. You can also use the electronic in-basket feature to scan into your workflow and go from there.

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