Sometimes an email is stored under general client correspondence when it should be linked directly to a specific claim. This guide explains how to reassign it.
Step-by-Step: Moving an Email to a Claim
Open the Email
Locate the email you want to move in the correspondence list.
In the top right corner of the email, click the three dots menu.
Select Update/Assign
From the dropdown menu, choose Update/Assign.
A pop-up window will appear.
Assign to the Correct Claim
In the pop-up, select the appropriate claim from the options provided.
The email will be slightly re-labelled to show it is now linked to the claim.
Confirm the Change
Click Assign to complete the process.
The email will now appear within the claim’s correspondence, ensuring all related communication is stored in the correct place.
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