Advocate

The Assets tab is the source of truth for Asset information, guiding Case compliance by determining which Policy perils and items are compliant based on the selected Risk Profile.

Understanding the Assets Tab

The Documents tab allows users to store, upload, view, and manage all documents related to a Case in one place.

Understanding the Documents Tab

How to upload, rename, merge, and associate documents in a Case's Documents tab.

Document Management Overview

Manage the Asset properties on a Case and the Documents that support them, including how documents are uploaded, organized, and extracted.

Assets & Documents

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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