Two new resources are available for Legal Entities to manage claim documents:

• MaxUp Client View Claim Documentation: Allows users to view the claim documentation page and send emails.

• MaxUp Client Edit Claim Documentation: Allows users to upload claim documents.

Configuring Claim Email Settings

To enable the emailing of claim documents to a service provider, you must first configure the email settings for the Legal Entity.

1. Navigate to MAXADMIN > Legal Entities.

2. Search for and select a Legal Entity.

3. Go to the MAXUP Setup tab, then MAXUP Merchant CSP Setup.

4. At the bottom of the page, you will find two new fields:

   • Email Claim Documents to Service Provider: Check this box to enable the email functionality.

   • Service Provider Claims E-mail Address: Enter the email address of the claims service provider here.

Accessing and Managing Claim Documents

Once configured, you can access and manage claim documents for a specific client.

1. Go to MAXMONEY > Client Administration.

2. Search for and select a client.

3. Click the Edit Client button, then navigate to the MAXUP tab.

4. Click on the specific MAXUP Payment for which you want to make a claim.

5. Click the Claim Documentation button.

The page will display the following documents:

• The MAXUP Agreement for the client's MAXUP Client Product.

• The Mandate Document for the client's MAXCOLLECT MAXUP Payback Instruction.

• Any additional claim documents that have been uploaded.

Uploading and Emailing Documents

Uploading Documents

To upload new claim documents, click the Upload Claim Document button. Please note that XLSX files are not supported for upload.

Emailing Documents

To send documents to the claims service provider, use the checkboxes on the claim documentation page to select the files you wish to send. Once selected, the files will be emailed to the address configured in the Legal Entity setup.