When creating To-Dos, emails, or faxes from your cases or when using the Closing Report tool, you can view a list of the documents attached to the claim and choose the ones you want to add to those tasks.
If the document is not yet uploaded to Gardiant Works, click the Upload button and follow the steps for uploading documents.
Click the pencil icon to open the Select Documents window and add documents that are already on the claim in Gardiant Works:
You can either click on the documents in the list to add them to the Selected Documents field on the right-hand side of the screen or you can search for a specific document at the top of the window. You can search by document title, category, type, or by the name of the person who added the document to the claim.
Note: When adding documents to the right-hand side of the screen, do not click on the title of the document (in blue) as that will open the document itself instead of attaching it.
When you need to attach documents to the task in a certain order, change the order of the attachments by clicking on the on the handle to the left of the document title, holding, and dragging up or down.
If you know the title of the document you want to attach to the task and this document is already in Gardiant Works, start typing its title in the Attachments field and the document will show in the drop-down menu:
