All Categories > Policyholder > Shared Calendar
7 articles
Located on your ClaimXperience dashboard, the shared calendar displays month or week view of upcoming events. Your shared calendar syncs with those of other claim participants so that everyone involv…
Updated 9 months ago by Jennifer B.
You can open your shared calendar by clicking VIEW CALENDAR in the My Shared Calendar card on your dashboard or by clicking Calendar in your Main menu.
Details include the time and location of the event, who created it, and who was notified of its creation or edits to it. Option 1 Click View calendar in the My Shared Calendar card on your dashboard.…
Events can be viewed by all claim team members and their companies. Option 1 Click Add calendar event in your Welcome card. Enter the event information. Select the team members you want to notify of…
Events can be viewed by all claim team members and their companies. Option 1 Click View calendar in the My Shared Calendar card on your dashboard. Click the event. Click Edit calendar event [ ]. Edit…
Option 1 Click Calendar in your Main menu. Click on the event. Click Edit calendar event [ ]. Click Delete calendar event [ ]. Click Delete in the Delete Event confirmation dialog box. Option 2 Click…
Option 1 Click Calendar in your General Collaboration menu. Click the event. Click Download calendar event.ics file [ ]. Open the downloaded folder. Click Accept to save the event to your Outlook cal…
