Policyholder
Get Started
What are the system requirements for using ClaimXperience?
How do I join my claim?
Why can’t I log in?
How do I add or change my personal information?
How do I change my account password?
What if I can't remember my password?
My Claim Preferences
How do I let my claim team know how and when to contact me?
What are the benefits of setting my claim preferences?
How do I edit my personal preferences?
Messages
How do I know if I have new messages in ClaimXperience®?
Who gets to see the messages in my claim?
What happens to messages if my claim is cancelled?
How do I send messages?
How do I reply to a message?
How do I remove a message from my claim?
Satisfaction & Feedback
How do I choose who gets to see my current level of satisfaction?
How do I update my level of satisfaction if it changes?
My Claim Team
Shared Calendar
What is the shared calendar?
How do I open the shared calendar?
How do I see event details?
How do I add an event to the shared calendar?
How do I edit events in the shared calendar?
How do I delete an event from the shared calendar?
How do I add an event from the shared calendar to my personal calendar?
My Tasks
Where do I find submitted task information?
Who can see submitted task information?
Where do I find the files uploaded as part of a task?
What information is included in the submitted task PDF?
In-app Notifications
What are in-app notifications?
How do I access my Notification History?
How do I clear my in-app notification folder?
Additional Living Expenses (ALE)
ALE Overview
What are Additional Living Expenses (ALE)?
How do I see an overview of my additional living expenses?
Normal Expenses
Expense Receipts
Housing Company
How do I add a temporary address?
How do I edit temporary housing information?
How do I see a history of my temporary housing?
How do I see housing company information?
Additional Mileage
About ClaimXperience
Team Member
Get Started
Using ClaimXperience
What are the system requirements for using ClaimXperience?
How do I become a team member of a project?
How do I remove myself as a resource of a company?
What types of files can I upload?
What happens when I am removed from or remove myself from a project?
Become the primary contact of a project
Logging in
Updating your information
Link to XactAnalysis
The benefits of linking a ClaimXperience project with an XactAnalysis assignment
How do I know if I am linked to XactAnalysis?
How do I link a project to an XactAnalysis assignment?
How do I unlink a ClaimXperience project from an XactAnalysis assignment?
Video Collaboration
How do I start a live call?
What to do if the policyholder isn't receiving the invitation to participate in a collaboration
How invitees know when to join a live call
Can the live call participant take pictures during the call?
Record videos during a live call
If there are connection problems during the live call
What if I don't get any videos or snapshots from a live call?
How long can a live call last?
What are viewers?
How do I invite viewers to join a live call?
Use Viewer Chat
How do I remove viewers from a live call session?
What is the Measure tool?
How do I know if I can use the Measure tool?
How do I know if a device used for a video collaboration live call is AR-compatible?
How do I open the Measure tool?
Why are my video collaboration buttons disabled?
How do I take a measurement using the Video Collaboration Measure tool?
How do I change the unit of measure that is being used in the Measure tool?
What if I mark a wrong point?
Files
Primary Contact
Personal Property
About ClaimXperience
Xactware end-user licence agreement (EULA)
Xactware privacy notice
Copyright
Xactware Information Security Frequently Asked Questions
What's New in ClaimXperience
Administrator
Get Started
Notification Templates
Custom Tasks
Custom Tasks Overview
What information is available in the Custom Tasks Assigned tab?
Who can assign a task?
How do I see available tasks?
How do I set up automatic reminders to be sent when task assignees don't complete a task?
Who can see submitted task information?
Custom Tasks Delivery
Custom Tasks Automation (Damage Assessment Automation [DAA])
Forms
How do I duplicate forms?
How can I find out what forms are available?
How do I see what task is associated with a form?
How do I revert to the previous version of a form?
How do I see if a form is published?
How do I see when a form was last published?
How do I see who last modified the form?
How do I assign a custom form to a task?
What do I need to know about adding a room shape question to a form?
How do I delete a form?
Are any form templates already Web Content Accessibility Guidelines- (WCAG-) compliant?
What are some of the best practices to use to make forms Web Content Accessibility Guidelines- (WCAG-) compliant?
What does it mean when a form is compliant with Web Content Accessibility Guidelines (WCAG)?
About ClaimXperience
Contents Collaboration
Get Started
Collaboration Process
Loss Inventory
Create or edit a loss inventory
What if I need help with my loss inventory?
What if I need to add items to my inventory?
How long is my inventory stored?
Information Requests
Submit Receipts
Contents Collaboration Tools
What if I need help?
How do I let my claim representative see my inventory?
How do I print a copy of my inventory?
Account Information
Frequently Asked Questions
All Categories > > How do I invite a policyholder to a project?
Updated
by
Jennifer B.