Filing Documents for EOA/EOM

Filing Documents for EOA/EOM

**IMPORTANT**
Before you can file documents, your account will need to be initialized by the IT department for filing access.  If you've never filed, please create a support ticket requesting file access.

Filing documents is a fairly easy process.. it can be done via email or from within the application itself.

Filing via Email

To file any email you received, you can forward any email from your work account to fileit@american-club.com.  Within a minute, you will receive a confirmation email that your email has been filed.  

Any email pending to be tied to a record should show in your orphan list on the main page within the application.







You can click on the "View" (pencil) icon to see the details.

To upload a document to a file, navigate to a business group/claim or invoice and go to the "Supporting Documents" tab and hit the "Add" button. 







Choose File -- Will allow you to browse your computer and upload any file you can attach

Pending Email - Choose an email you sent to file (all attachments to said email will automatically be attached)

MyDocs - Typically not used... files you want to share

Document Type - Must be chosen to file

Document Notes - Any notes you choose to write


Once you have filled out all the required info, choose "Apply"



Each document will have a few options with them:


The first icon (magnifying glass) will allow you to view the document, the second (pencil) lets you view and edit the notes... "Download" lets you save the document to your local computer.  If it's an email with additional attachments, you can click the paperclip to view them.

Clicking on the first icon will allow you to scroll through all attached files.




You can use the "Previous" and "Next" buttons to see the documents without having to close or reopen anything.







    • Related Articles

    • Using Zoho

      Zoho Ticketing Zoho Registration Check your email for the Welcome message from Zoho (pictured below). If you did not receive this message, please contact IT. Click the "Accept The Invitation" link Enter your work email address and create a password ...

    • Remotely Access Computer Resources

      Remotely Accessing Computer Resources Contents Citrix Connecting to Citrix Installing Citrix Receiver Network/Mapped drives – Transferring Data CALM printing Email PC Login Employee Service Center (ESC) Submitting a ticket Portal Email Navigating the ...