Edit Brief
After the brief has been initiated with the brief tool, it will be put into the “Briefs” page. To get to the Briefs page, click “Briefs” from the main menu.
If you initiate the brief wizard, start to write a brief and do not complete the brief within the brief tool, it will have an “accepted status”. You can go back into the wizard by clicking on the blue button and complete the brief at any time.
If you start the brief wizard and complete the brief within the wizard, you will have a chance to download the brief at the time you complete it, or you can go back and view/save the brief after you have exited the wizard by pressing the green button to download the completed brief as a PDF or Word document.
Load brief to the ERE:
After completing the brief and downloading to your chosen destination, you will need to go to the case details page:
Choose All Cases
Find your claimant’s name and click on it
It will go to the Case Detail’s Page.
Choose ERE uploads tab as indicated below .
Choose “Upload to ERE” button which will guide you to select the completed brief and upload accordingly.
You can browse for files or drag and drop your file
Choose the document type and the applicable radio buttons associated with that document type will open (pictured below)
It will then be listed with the other documents you have uploaded under “ERE Uploads” and “All Documents.”
NOTE: Briefs written by Assure or yourself, must be uploaded using the ERE Uploader shown in steps above in order to be listed in ERE Uploads and All Documents.
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