Sharing Documents With the Panel

Instead of emailing attachments back and forth with the opposing appraiser or the umpire, share documents straight to their own portal at panel.awardlettr.com. They sign in, see exactly what you have shared with them, and can download it any time, no more digging through old email threads for the estimate you sent three weeks ago.

Only the opposing appraiser and an umpire on the case can ever end up in the panel. Carriers and adjusters are never part of it. Nothing is shared automatically just because a document exists on the appraisal, you choose what to share and who sees it, one document (or a batch) at a time.

Sharing One Document

Sharing Several at Once

Select more than one document from the Documents tab and click "Share to panel" to open the same dialog for the whole batch. Pick one audience for all of them and, if you want, send one email covering everything you just shared instead of a separate email per file.

Choosing Who Sees It

There is no "umpire only" option. An umpire is a neutral third party, so a document the umpire can see is always something the opposing appraiser can see too.

Before an Umpire Is Working the Case

While the case has no umpire actually working it yet, you can share a document with just the opposing appraiser, the same way you might send them something directly today. Once an umpire is actually working the case, sharing with only one side would be "ex parte," meaning one party in a dispute gets information the other one does not, which is considered unfair once a neutral third party has stepped in to decide it. AwardLettr will not let that happen here.

Naming an Umpire Isn't the Same as the Umpire Working the Case

Adding an umpire to the file, or sending out a selection request to agree on one, does not by itself switch sharing over to the whole panel. That happens once the umpire process is actually underway, for example an umpire inspection is on the calendar, the case has moved into the umpire stage, or you have shared an umpire brief. Until then, a named umpire has no access to the case room at all, and you can still share with the opposing appraiser only if you choose to.

Previewing What Each Person Sees

Click "Panel view" above the document list to see, read-only, exactly what the opposing appraiser and any umpire currently see in their own room, plus the full activity trail (who opened the room, who viewed or downloaded which document, and when). Opening this preview does not record anything or notify anyone, it only shows you the same thing they would see.

Removing a Share

Open the share dialog on a document that has already been shared and click "Revoke access." The document disappears from everyone's panel room right away. This cannot be undone, share it again if you change your mind.

When an Appraiser or Umpire Is Replaced

Access to the case room always follows whoever is currently on the panel. If the opposing appraiser or the umpire on a case is replaced, the person who was replaced loses access to that case's room right away, including everything you had shared with them, and the new appraiser or umpire gets their own access based on what is currently shared. You do not need to do anything for this to happen.