Document Linking
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      Document Linking Configuration

      Set up your document path in order to link documents to EZClaim

      Note for Cloud Users: Please contact EZClaim to create your Documents folder on the cloud servers.

      Before using document linking, the option needs to be turned on and configured.  

      • Navigate to Program Setup in EZClaim by clicking on the Program Setup button in the Ribbon bar

      Show Document Links – Turns on the document link feature.

      Base Document Link Path – Configure this setting to specify the location for storing linked documents. 

      Note: Keep in mind that this setting is specific to each user and machine, as different computers may have different UNC paths or shared drives leading to the same location.

      • Once configured, a Documents tab will appear in the search pane