Surefolio

Workspace

Workspaces

Switch context or create a new workspace.

Workspace name

Workspace settings

Owner-controlled workspace policies.

General

Rename this workspace and tune operational defaults.

Workspace name

Email intake People management Document deletion Max upload size

Maximum 25 MB per file.

Reviewers can download claim outputs Viewers can download claim outputs

Delete workspace

Deletes private files immediately, hides this workspace from members, and preserves only audit evidence of the deletion. This cannot be undone.

Type exact workspace name

Account

Profile and sender email settings

Main email Name

Secondary sender emails

These addresses can email documents into workspaces where you are an active member.

Add email

Future settings

Notification preferences and authentication options will live here when they are enabled.

Role -

Email intake -

People management -

File limit -

Workspace overview

Use the navigation to manage people, documents, email intake, members, and claim preparation.

People

No people

Management policy

New person

Add or edit a workspace person record.

Display name Legal name Date of birth Email Phone Address Notes

Provider policy

Attach provider-specific member details to this person.

Provider Policy label Member ID Group number Primary insured Relationship to primary insured Use as default policy for this person Policy notes

Providers

No provider templates

Claims

No claims

New claim

Select a person and provider policy to start a claim.

Claim title Insured person Provider policy Claim type Service start Service end Currency Description Notes

Claim editor

Status

Review

No comments or tasks

Comment

Task or change request

Type Title Details

Comments

Tasks and change requests

Move line items

Destination Existing claim New claim

Target claim

Claim title Provider policy Claim type Service start Service end Currency Description Notes

Claim title Claim type Service start Service end Currency Description Notes

Outputs

No claim outputs

Cover email draft

Documents

No documents

Scope Uploaded Uploader Tag Collection

Document preview

Select a document

Link evidence

Document Attach to

Document type

Line items

No line items

Sort

Attached documents

No evidence

Line item

Edit the selected line while reviewing the active document.

Service date Provider, city, country Diagnosis Description of service Category Invoice number Total charge paid Claimed amount Currency Payment status (optional) Line notes

Members

Confirm member action

Pending invitations

Invite member

Send an invitation to this workspace.

Email Role

Documents

Deletion policy

Drop claim documents here PDF, images, text, CSV, or XLSX. 25 MB per file.

Tag Collection Relevant person Uploader Source File type Uploaded Claim links

New collection

Group documents without changing the library.

Collection name

No documents selected.

No documents selected

Organize document

Relevant people

People come from the workspace People list.

Collections

Collections group documents without changing the library.

Organize selected documents

Relevant person

Optional workspace person marker.

Collection

Owners/editors only.

Archived collections

Documents stay in the library when collections are restored or deleted.

Email Intake

No intake messages

Inbound alias

Disabled

Approve and organize

Relevant person

Collection

Activity

No activity

Workspace activity

Visible to active members

Security audit

Owner only

Private early access

Workspace overview

People

New person

Provider policy

Providers

Claims

New claim

Members

Pending invitations

Invite member

Documents

New collection

Organize document

Tags

Relevant people

Collections

Organize selected documents

Tags

Relevant person

Collection

Archived collections

Email Intake

Approve and organize

Tags

Relevant person

Collection

Activity

Workspace activity

Security audit