Image Attach

CollectMax allows you to attach one image to several accounts at one time. This option could be used for attaching a GLB notice to multiple accounts in one process.

Attaching an Image to Multiple Accounts

From the Menu Bar of CollectMax, click System, Imaging, Attach

to display the Image Attach Screen.

Use the following selection criteria to select the accounts to attach the imported image:

• Client: Choose to include claims who have Any Clients, a specific Client Group or a single Client.
• Status: Choose to include claims that have Any Status, within a Status Range or from a list of Status Codes.
• Account Number: Choose to include accounts within a specific number range or include all by choosing 1 through 9999999999.
• Open Date Range: Choose accounts whose open date falls within in the selected range.

Select the Image to attach to all the claims selected with the above selection criteria. Click the button next to the Image/Document to attach field and browse to find the image to be attached.

Select the following to be added to the imported image properties:

• Select the Image Description, by clicking the button and inserting the proper code.
• Select the Image Type by clicking the button and selecting from list of codes. If the code is not listed or you would like to add a new code, click the button.
• Add any Detailed Description you would like to be added to the image properties.

Click the button and select to do a Preview or Final.

JST recommends doing a preview before finalizing the import. Once imported there is no way to unattach the images by batch only manually one at a time.

After selecting Preview a Preview Report will display a list of accounts that the images in which the images will be attached.

You can review the report from the screen or select to print or save it to file.

Once the preview has been reviewed and you are satisfied that the proper accounts will be selected, click the button and select Final to import the images.

A confirmation message will be displayed.

To continue the final attachment of the images, click the button. To stop the attachment process, click the button.

If choosing to continue, the process will attach the images and display a Final Report.

Click the button to exit the Image Attach screen.