Enabling Send Workfile Without an Assignment

This feature allows you to send a workfile to an insurance company without receiving an assignment.

To enable the workfile send option

  1. Select the Configuration Dashboard, and then select the Profiles option from the Configuration panel.
  2. Select the profile, and then select Edit from the mini-toolbar.
  3. Click the Workfile Rules link.
  4. Select the option to enable the feature.
  5. Select Save or Save and Close from the toolbar.