| The Mobile Forms Video Training Course provides a comprehensive overview of the Mobile Forms feature in ClickClaims. Designed for a variety of user roles—including Owners, Administrators, Adjusters, Examiners, Supervisors, File Reviewers, and Support Staff—the course demonstrates how to manually send online forms via email or SMS, manage reusable form templates, and track submitted responses. Once completed by the recipient, each form is automatically uploaded to the corresponding claim file in ClickClaims, helping streamline data collection and documentation. ClickClaims also provides a built-in library of mobile forms, including commonly used tools such as scope sheets, triage forms, and digital First Notice of Loss (FNOL) forms. These ready-to-use templates help standardize data capture and improve the speed and accuracy of field reporting. |
- Video 1: Mobile Forms Video Tutorial
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