Link to XactAnalysis

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Link to XactAnalysis

4 articles

The benefits of linking a ClaimXperience project with an XactAnalysis assignment

When projects and assignments are linked, shared content in the project is viewable within the XactAnalysis assignment, if the file types are supported by XactAnalysis. Messages sent from a ClaimXper…

Updated 6 months ago by Jennifer B.

How do I know if I am linked to XactAnalysis?

Option 1 Click Team Members in your Main menu. Click the vertical ellipsis [ ] on your contact card. Option 2 Click View all in the Team Members card on your dashboard. Click the vertical ellipsis […

Updated 6 months ago by Jennifer B.

How do I link a project to an XactAnalysis assignment?

The policy and claim numbers tied to this claim must match the XactAnalysis ID you enter to successfully link. Option 1 Click Team members in your Main menu. Click the vertical ellipsis ] on your con…

Updated 5 months ago by Jennifer B.

How do I unlink a ClaimXperience project from an XactAnalysis assignment?

Any previously linked content will still be visible within XactAnalysis, but once unlinked no new content will be sent. Option 1 Click Team Members in your Main menu. Click the vertical ellipsis [ ]…

Updated 6 months ago by Jennifer B.

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