Account Attachments (Agent User)

Overview of Attachments

• Tinubu Surety Solution for Carriers (TSC) gives users the ability to attach files to client accounts (excel sheets, word & PDF documents, etc.). 

Adding an Attachment

• Search for your account by using the search bar at the top of the screen.

• Select Attachments.

• Select Add.

• Attach a file.  

  • Select Private if applicable.

    • The privacy checkbox gives privacy on the attachments that have been uploaded. The permissions for who can and cannot view the attachments is assigned in the allowed actions for the User Role. 

• Choose the attachment category.

  • The TSC Support Team can create additional attachment categories at the client's request.

• Select Submit. 

Viewing Attachments

• Attachments may be downloaded or deleted

• Privacy is determined with a true/false option display.