There are a few ways to share claim information from Claimable:
🧑💻 Read-only access
The best way to share claims with external parties is to provide them with read-only access to Claimable. This allows you to control which claims they can access and they will be able to review all parts of the claim securely. Our Growth and Established price plans include read-only users at no extra cost!
📄 PDF claim summary via Letters
You can also use the Letters feature to produce a PDF claim summary document that is automatically populated with pertinent information from the claim.
If you would like to set this up in your account, just contact us and we will get that added to your account.
⬇️ Exporting data in CSV or XLSX
You can export one or more claims in CSV or XLSX format by clicking on the export button.
Exporting one claim
To export one single claim just search the claim in question, e.g. by Name or Claim ID. Once the result of your search appears just click on the export button, select XLSX or CSV and choose the options to include.
Exporting more than one claim
To export a group of claim, you can select the filter (report) or the label containing the claims you are interested in, click on the export button, elect XLSX or CSV and choose the options to include.
💡 If you export to XLSX, you will be able to include contacts, tasks, damages, payments and notes shown on additional tabs in the spreadsheet.