Each time a POC category is selected that has a a creditor email field, a pop-up window will display after hitting the process button allowing you to custo...

If a POC for a debtor had previous deficiency logged into FileAssure, it will prompt you each time you type the debtor filename as 'Similar cases foun...

Download the Workflow Module

The allocation screen allows supervisors and/or managers to distribute the work queue items, such as incoming POC, among the operators. This is accomplished...

You can select which pages of the POC will be uploaded to the debtor file. Simply type in the pages in the Pages text box. All pages are automatica...

You can process X number of claims for X number of estates for any given POC queue item. Example If a POC queue item shows 3 claims for 3 differ...

Regardless what POC category you select from the POC Intake screen, you'll have to populate every field that shows up before the process button can ...

The e-mail message can be uploaded with the POC to the debtor file. Before clicking the process button, check the Merge Email to Document option. This w...

The POC Processing screen is presented to you once you click an item from the POC work queue. This screen will display all the attachments of the email in t...

The POC work queue is presented on the home screen for individuals that have items allocated in the Admin > Configurations > Allocation section. ...