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    Claims Management

    Uploading documents and photos

    4 min read

    Document Upload Guide

    Proper documentation is essential for claim approval. High-quality photos and relevant documents help adjusters make faster decisions.

    Accessing the Upload Section

    You can upload documents during claim creation or add them later:

    • During Creation: Navigate to the "Documents" step in the claim form
    • After Submission: Open the claim and go to the "Documents" tab

    Types of Documents to Upload

    Required Documents

    • Photos of Failed Components: Multiple angles showing the failure
    • Customer Authorization: Signed repair authorization form
    • Diagnostic Information: Trouble codes, test results

    Supporting Documents (When Applicable)

    • Parts pricing quotes
    • Labor time guide references
    • Service history records
    • Technical service bulletins
    • Manufacturer warranty documentation
    • Previous repair invoices

    Photo Requirements and Best Practices

    Failed Component Photos

    For the best results:

    • Multiple Angles: Take 3-5 photos from different perspectives
    • Clear Focus: Ensure the damage or failure is clearly visible
    • Good Lighting: Use adequate lighting to show details
    • Context Photos: Show the component's location in the vehicle
    • Measurement Reference: Include a ruler or known object for scale

    Photo Composition Tips

    • Clean the component before photographing
    • Use a contrasting background when possible
    • Avoid glare and reflections
    • Keep the camera steady (use a tripod if available)
    • Take horizontal (landscape) photos for better viewing

    What to Photograph

    Specific examples by repair type:

    • Engine Issues: Oil pan, valve covers, failed components
    • Transmission: Fluid condition, pan contents, damaged parts
    • Suspension: Worn bushings, broken springs, damaged struts
    • Electrical: Burned wires, corroded connections, failed modules

    File Format and Size Requirements

    Supported File Types

    • Images: JPG, JPEG, PNG (recommended for photos)
    • Documents: PDF (recommended for forms and reports)
    • Other: DOC, DOCX, XLS, XLSX

    File Size Guidelines

    • Maximum per file: 10 MB
    • Recommended: 2-5 MB for photos
    • Tip: Compress large files before uploading

    How to Upload Files

    Method 1: Drag and Drop

    1. Navigate to the Documents section
    2. Drag files from your computer to the upload area
    3. Wait for the upload to complete
    4. Add descriptions to each file

    Method 2: Browse and Select

    1. Click the "Upload Files" or "Browse" button
    2. Select one or multiple files from your computer
    3. Click "Open" to begin upload
    4. Add descriptions as needed

    Organizing Your Documents

    File Naming Best Practices

    Use clear, descriptive names:

    • Good: "2024_Honda_Accord_Engine_Failed_Piston.jpg"
    • Bad: "IMG_1234.jpg"

    Adding Descriptions

    After uploading, add descriptions that include:

    • What the photo or document shows
    • Relevant context or details
    • Reference to specific complaints

    Managing Uploaded Files

    Viewing Documents

    • Click any document thumbnail to view full size
    • Use the navigation arrows to browse through images
    • Download documents for offline review

    Editing and Deleting

    • Click the edit icon to change file descriptions
    • Use the delete icon to remove incorrect uploads
    • Re-upload if you need to replace a file

    Mobile Uploads

    Uploading from your mobile device:

    • Use your phone's camera app to take photos
    • Access OtterClaims from your mobile browser
    • Select photos directly from your photo library
    • Photos are automatically optimized for upload

    Common Upload Issues

    File Too Large

    If your file exceeds the size limit:

    • Compress images using photo editing software
    • Reduce photo resolution (1920×1080 is usually sufficient)
    • Split large PDFs into smaller files

    Upload Failed

    If an upload fails:

    • Check your internet connection
    • Verify the file type is supported
    • Try uploading fewer files at once
    • Clear your browser cache and try again

    Tips for Faster Approval

    • ✓ Upload photos immediately after diagnosis
    • ✓ Include close-up and wide-angle shots
    • ✓ Show serial numbers and part numbers clearly
    • ✓ Photograph fluid condition when relevant
    • ✓ Document all visible damage thoroughly

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