Create a Project In Clean Claims

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• Getting Started with Clean Claims Document Signing Tool

  Managing, signing, and migrating documents just got easier. With Clean Claims' new document tool, you can streamline your workflow and save time on every project. To help you get the most out of these new features, here are some helpful resources to ...

• How to sign a document in the"Sales Call" in Clean Claims - Mobile

  1. Navigate to the Legal Review in the Sales Call Set up in Clean Claims, scroll down 2. To see your available documents, or to activate a document on this project, Click Manage Documents 3. From here, you can see all associated documents for the ...

• Using Clean Claims in Offline Mode

  Clean Claims offers an "Offline" Mode, where if you're not able to connect to the internet, you can still access and manage your projects. To ensure you have access to the project prior to not having internet you will need to open the project from ...

• Clean Claims - v2 Release - Getting Started

  We are excited to announce the upcoming Version 2 (v2.0) release of Clean Claims, scheduled for October 21, 2024. The new version introduces enhanced features and integrations that will streamline your workflows. What's New in Version 2? Magicplan ...

• How to archive/unarchive Projects in Clean Claims

  How to archive/unarchive Projects in Clean Claims 1. Navigate to https://app.cleanclaims.com/ 2. Click "archive" 3. Select the project you want to archive 4. Click "check" Tip: To search for archived projects follow the steps below 5. Click ...