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CSP File Management: Zoho Workdrive This document outlines CSP's policy, process, and criteria for organizing and storing files within Zoho Workdrive. Adhering to these guidelines will ensure consistent file structure, optimize search and retrieval ...
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What to do when a client has two claims (with different claim #s) for the same property
Overview: Sometimes a client will send us two different claims for the same property (e.g., same HO & property address, but two different claim #s). In this case, we enter each claim separately into our systems (as we normally do). However, to avoid ...