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The Review New Attachment assignment is generated when a note is placed or a file is uploaded by the account holder or an intake user. Account holders can add a note and upload a file to the case if self-service is enabled. Consider if users need to notate any work relating to account holder and intake user documents emails, such as follow-up actions the user had to take in response.
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How-To
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Use the example claim you've prepared for the walkthrough.
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A pop-up window will populate with the note or the file will be downloaded to your machine.
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Note Download |
Step 3: Click the Apply button
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