Access previous claims
- Click your name in the top right corner.
- Click Previous Claim(s) from the drop-down menu.
- Select the claim you'd like to access.
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 take a snapshot of a measurement I am taking?
How do I take a video of the measurements I am taking?
How do I change the unit of measure that is being used in the Measure tool?
What if I mark a wrong point?
How do I exit the measure tool?
Files
How do I add files to a project?
How do I share project files?
How do I know when someone adds a file to a project?
How do I see files?
What does filtering files do?
How do I filter files?
How do I download files?
Who gets to see project files?
How do I see file details?
How do I know when and where media was captured?
How do I take a snapshot of an image while I’m looking at it?
What information is included with snapshots taken from images?
How do I capture a snapshot from an uploaded video while I am watching it?
What information is included with snapshots taken from videos?
How do I create a media sheet?
How do I remove a file from a project?
What happens to files when a project is marked complete or archived?
How do I edit a label?
How do I remove a label from a file?
How do I delete a label?
How do I create a label?
How do I apply a label to a file?
How do I share or unshare a file label?
What types of files can I upload?
What does a privacy check do?
How do I run a privacy check?
Messages
Who can see project messages
How do I send messages?
How to know if you have received messages
How do I reply to a message?
What happens to messages when the project is canceled
In-app Notifications
What are In-app notifications?
How do I choose the types of notifications I want to see in the portal?
How do I see my Notification History?
How do I clear my in-app notification folder?
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 an event 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?
Feedback & Satisfaction
Primary Contact
The Role of Primary Contact
How primary contacts are different from other team members
Save a conversation made of multiple messages
How do I assign a task?
Reassign the primary contact
How do I know if an invoice has been processed?
How do I keep track of users who accept legal terms?
Who can flag items
Working with Team Members
Project resources
How do I add team members to a project?
When to hide or unhide team members
Know if team members are visible to policyholders
Accept a request for someone to become a team member of a project
Reject a request for someone to become a team member of a project
How do I remove a team member from a project?
How do I give a team member full rights to a project without making them the primary contact?
How do I revoke a team member's full rights to a project?
How do I hide a team member from the policyholder’s view?
How do I make a hidden team member visible to a policyholder?
How hidden team members can participate in a project
Inform a team member removed from a project know that they have been re-added
How do I add a resource to a project?
Working with Your Policyholder
How do I invite a policyholder to a project?
What should I do if my policyholder doesn’t respond to my invitation to use ClaimXperience?
How do I edit my policyholder’s information?
What are Policyholder Preferences?
When to edit a policyholder's Personal Preferences
How do I change my policyholder's preferences?
Allow the policyholder to request the return of clean/storage items
Services
Hazard Recognition
What is Hazard Recognition?
How do I provide feedback about missing or incorrectly identified hazards?
How does submitting feedback benefit my company?
How do I know if potential hazards are missing or incorrect?
Who gets to see hazard recognition scan results?
How do I now if a hazard recognition check has been run?
How does submitting feedback benefit my policyholder?
Where do I find hazard recognition results?
What are some examples of the hazards that the Hazard Recognition feature currently looks for?
RealTwiin Characteristics
Personal Property
How do I initiate a personal property inventory?
How do I complete a flagged item task?
How do I filter flagged items?
What are the benefits of flagging an item?
How do I let project participants know that they are assigned to work on a flagged item?
How do I accept changes to flagged item details?
How do I reassign a flagged item?
Personal Property
Personal Property Inventory
Can I see inventory lists from ContentsTrack?
How do I export a personal property inventory to Excel or Xactimate/XactContents?
Create a ClaimXperience project through ContentsTrack
When should I submit changes to a personal property inventory?
How do I know if I can participate in a Personal Property Task?
Who can attach an image to a personal property item?
How do I add items to a personal property inventory?
How do I know if changes have been made to a personal property inventory?
How do I find a specific item in a personal property inventory?
How do I add a media file attachment to a personal property item?
How do I know where a personal property media file attachment was captured?
How do I submit changes to a personal property inventory?
How do I create a Personal Property sheet?
How do I know if a clean/storage item has been requested for return?
How do I see personal property clean/storage items?
View clean/storage item details
How do I add replacement items to a personal property inventory?
How do I edit personal property replacement item details?
How do I view personal property replacement item information?
Tasks and Flagged Items
Filter flagged items
How do I see the details of a flagged item?
Who can flag a replacement item?
How do I reset the flagged item filter settings?
How do I know if I need to work on a flagged item?
How do I track flagged items?
How do I know if I can participate in a personal property task?
How do I share a personal property task?
Policyholder Preferences
Custom Tasks
Additional Living Expenses (ALE)
Additional Living Expenses (ALE) overview
What are additional living expenses (ALE)?
How do I invite someone to start submitting additional living expenses?
How do I edit the additional living expense overview?
How do I export expenses?
Additional Mileage
Normal Expenses
Temporary Addresses
Housing Company
How do I add a housing company?
How do I edit housing company information?
How do I track housing companies?
Expense Receipts
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
System requirements for ClaimXperience
Update your personal information
If you can’t log in
Change your account password
If you can't remember your account password
Collaboration Settings
Branding
Theming
Add your company's logo to its ClaimXperience-hosted website
Link your company logo to your company's external website
Set the color scheme for your company's ClaimXperience-hosted site
Collaboration
RealTwiin Characteristics
What is RealTwiin™ Characteristics?
How do I enable or disable RealTwiin™ Characteristics?
How do I automate using RealTwiin™ Characteristics with the creation of a project?
Why can’t I turn on the Hazard Recognition feature in the Settings module?
Where do I find hazard recognition results?
How do I now if a hazard recognition check has been run?
Who gets to see hazard recognition scan results?
How do I know if potential hazards are missing or incorrect?
How do I use the Hazard Recognition feature?
Resources
Resources
How do I add resources to my company instance?
Assign or edit resource rights
Know which resources haven't responded to their invitations
Remove a resource
How do I edit a team?
How do I delete a team?
What are teams and why should I use them?
How do I create a team resource?
Notification Templates
Templates
Customize notification templates
Revert to a default notification template
Save copies of emails sent to project participants
Signatures
Legal
Make sure mobile app users accept the Fraud Agreement
How do I track users who accept legal agreements?
Reports & Invoices
How do I run a report?
How do I access a report that I requested?
How do I know if an invoice has been processed?
How do I access invoices I have requested?
APIs
What is an API?
Why would I need an API Key and user name?
Who uses the User Name and API Key?
Where can my developers find a list of available APIs and documentation to implement them?
How do I generate a User Name and API Key?
What if I can’t find or remember the API Key?
Customer Feedback & Satisfaction
Personal Property
Additional Living Expenses (ALE)
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?
Where do I find files uploaded as part of a task?
Who can see submitted task information?
Custom Tasks Delivery
Custom Tasks Automation (Damage Assessment Automation [DAA])
Forms
How do I create a form?
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 assign a form to a custom task?
How do I preview 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 > Contents Collaboration > Account Information > Access previous claims
Updated by Jennifer B.