How to Set Up a Contact Group

Admins with company settings permissions can set up contact groups. Once set up, users can submit forms and attachments to contact groups.

 

To set up a contact group:

  1. Log into your Aclaimant account.
  2. From your dashboard, click the Settings tab.
  3. On the left, click ContactsFrom here you can create the contact group by clicking New contact on the right.

    Screen_Shot_2021-09-13_at_8.18.21_PM.png

  4. Fill out the Short Name, Description, and choose whether or not a claim is created when a form is submitted to this contact group.

    Screen_Shot_2021-09-13_at_8.16.34_PM.png

    Note: For the "reply-to email address", enter an email address that will receive any replies to the original submission to the contact along with the incident itself within notes (this is not required).


  5. In the dropdown titled Select, choose the method that the claim will be reported out as, when it is submitted, and fill in the appropriate information.

    Screen_Shot_2021-09-13_at_8.22.15_PM.png

  6. Click Create contact.
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