Share a claim with an adjuster in Encircle

Steps

1. Open the claim from the Overview tab in the Encircle web app.
2. Note that Encircle's own guidance advises against using Share Claim directly with a client or adjuster, since anyone added via Share Claim becomes a full collaborator with editing access, not a read-only viewer.
3. To send an adjuster documentation instead, generate a built-in Report (photos, floor plans, dry logs, etc.) from the claim and share that report link.
4. If you need the adjuster (or another external party) to submit photos/videos/documents without granting claim access, use the Use Link feature rather than Share Claim.
5. Reserve Share Claim for team members, sub-trades, or third-party estimators who are actual Encircle users and are meant to edit the claim.