Telus TPM Documentation
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Notes & Attachments
Notes and/or Attachments can be added to a Claim in either Edit or View mode for a claim in any state.
Go to the Notes & Attachments tab within the claim.
Click the Add button located on the bottom right of the screen.
The Note Editor allows text to be entered and one to many attachments linked to that one note. Add a note, or copy and paste from another source. These notes can be formatted using any of the options displayed at the top of the note section.
To add attachments there are a couple steps.
1. Click the Add Attachment button located at the bottom of the popup in the Action Bar section. An Upload File button will appear in the Attachment section.
2. Click Upload File to select a file.
If there are additional files that need to be added, click Add Attachment then select Upload File to add another attachment.
Once the notes and attachments are added, click Save. The text will display in the Notes & Attachments grid as it was formatted in the Note Editor. The attachments column will display a count of attachments associated with the claim note.
To cancel the action, click the Close button.
Both the notes and attachment fields are optional. A note can be added without an attachment or an attachment can be added without a note.
Editing a Note or Deleting an Attachment
A user can modify their own note or delete an attachment within the first 24 hours of adding the note and/or attachment. After that time, notes and attachments are non-editable.
