Find Claim in Claims Management Register - Vault

OVERVIEW

To find records of Claims already added to Vault, we need to search the Claims Management Register. This video shows how to do this.

You will learn how to:

• Access the Claims Management Register
• Browse the Register
• Sort the Register
• Search using Smart Search
• Use the controls available in the Filters Sidebar
• Save searches to My Filters
• Hide and unhide the Filters Sidebar

PRE-REQUISITES

• Ensure you've learned the fundamentals of using Vault via our 'Vault Essentials' guide (click here).
• You must have already added Claims to the Claims Management Register (click here) to learn how.

If you are unable to access the above video or for a printable version of its content, feel free to download the PDF file or PPT file.