Send/Extract
Important: Always refer to the Client Procedures for returning an Assignment Package to the Client
Reviewing the Send/Extract Files Screen
- Find the numbered item on the image below then read about that option using the numbered text. The first image shows Email tab options. The second image shows Portal tab options.
- Notes Icon- click notes section in order to view assignment notes or instructions from adjuster.
- Email Tab contains options to select if you are returning a package via email.
- Portal Tab contains options to select if you are returning a package via client portal. (i.e. Avis)
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Delivery Method for CPA
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Message Body- Editable field in order to enter any information to be sent in the body of the email with the completed appraisal package.
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Subject- The system automatically creates a subject line using the Assignment and Claim number when you return an Assignment Package via email. Users can edit the subject line if necessary.
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Addresses- Package Recipient field will automatically default with the adjuster’s email address ( or recipient’s email address per CPA) User can edit the Package Recipient email address as needed. Additional email addresses may be added to the Invoice Recipient field as well as the Additional Forward Addresses field via the dropdown and/or open field below drop down. Add additional forwarding email addresses, as needed, separating them with commas.
- Do NOT Mark As Complete Checkbox- If you are sending an Assignment Package for review and NOT completing the package, select the "Do Not Mark As Complete" checkbox. (example: Property Same Day Service file)
Returning Assignment Via Client Portal
- Once assignment has been saved, click the Send/Extract button on the top ribbon
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Click the Portal Tab, the checkmark in the Select All tab will be checked by default.
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Each of the attachments will have a Checkmark in the Include Box by default.
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Check the appropriate checkbox as needed.
- Include EMS? Includes the estimate data files with the package.
- Mark Assignment as Complete? Places the Assignment in the Completed stage.
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To extract the Assignment Package, click the Extract Files Button.
- • Once Extract Files is selected, the attachments will download in a new folder in order to upload via the client’s portal.
Returning an Assignment Package Using Email
- Once assignment has been saved, click the Send/Extract button on the top ribbon
- Verify the email address in the Package Recipient box is correct
- Add Invoice Recipient email address if CPA or special instructions permit
- Select any Additional Forward Addresses as needed
- Add any additional email addresses to forward as needed
- Add any additional notes or narrative in Message Body if neccessary
- Alacrity Standard delivery method is Single PDF
- Delivery Method for CPA will default accordingly, however, if special instructions advise, select additional delivery method as needed
- Select SEND
- SUCCESS Pop Up will appear to verify successful completion. Click Close.
- Verify Assignment Sent Successfully
- Click the Diary Button and review to confirm the file was sent successfully. View confirmation entry as seen below.
Returning an Assignment Package Via Integration
- Identify assignment is an Integrated (Autoverse) assignment by reviewing the source document on the attachments tile.
- Source document will say New CCC Autoverse Assignment in the subject line as seen below.
- Once assignment has been saved, click the Send Package Return Via Integration Button on the top ribbon
- After clicking Send Package Via Integration, the following Notice Pop Up will appear to confirm successful return to client. Click Close.
- NOTE - If SEND/EXTRACT is selected IN ERROR for an Integrated file, the following POP UP will appear.
- Select NO and you will be able to click Send Pacckage Via Integration
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Verify Assignment Sent Correctly
- Click the Diary button and review to confirm the file was sent successfully. View confirmation entry as seen below.
