How do I link a project to an XactAnalysis assignment?

Updated 5 months ago by Jennifer B.

The policy and claim numbers tied to this claim must match the XactAnalysis ID you enter to successfully link.

Option 1

  1. Click Team members in your Main menu.
  2. Click the vertical ellipsisvertical ellipsis button] on your contact card.
  3. Select Link to XactAnalysis.
  4. Enter the XactAnalysis ID (MFN).
  5. Click Link.

Option 2

  1. Click View all in the Team Members card on your dashboard.
  2. Click the vertical ellipsis [ vertical ellipsis button] on your contact card.
  3. Select Link to XactAnalysis.
  4. Enter the XactAnalysis ID (MFN).
  5. Click Link.

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