How do I link a project to an XactAnalysis assignment?

Updated 11 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.

How Did We Do?

Powered by HelpDocs (opens in a new tab)