Drag and Drop
Subroconnect offers support for drag and drop imports directly into S3(SFTP) buckets for documents, notes and claim updates. If this is something you are interested in, please contact us.
Buckets
Documents
Subroconnect can automatically detect documents that you upload to your provided S3 bucket and import them into the system. Just as with a standard document import, you must ensure that each document has the correct claim id prefixed to the filename.
Naming Conventions
Each document must be prefixed with the claim id, followed by an underscore and then the rest of the filename.
eg: 1234567890_document.pdfFor more information on the document import process, please see the Documents Import section.
Notes
Just as with a standard note import, you must provide a csv file containing the notes you wish to import. Each row in the csv file represents a note and must contain the columns as indicated in the Notes Import section.
Claim Updates
Just as with a standard claim update import, you must provide a csv file containing the claim updates you wish to import. Each row in the csv file represents a claim update and must contain the columns as indicated in the Claim Updates Import section.