All Categories > Team Member > Personal Property > Personal Property Inventory
18 articles
If an inventory from ContentsTrack has been linked to ClaimXperience and the Personal Property task has been shared with you, you can view ContentsTrack inventory items within ClaimXperience using th…
Updated 11 months ago by Jennifer B.
To create an Excel spreadsheet of the inventory, Click Personal Property from the Tasks menu on your dashboard. Click below your name at the top of your dashboard. Select Export Inventory. Click the…
Updated 8 months ago by Jennifer B.
The Create ClaimXperience project dialog will be prefilled with any available project data from ContentsTrack. Add any missing information. Policyholder and claim number are required. Log in to Conte…
Updated 2 years ago by Jennifer B.
If you are adding, editing, or deleting a single item in a personal property inventory you should submit the change as soon as you make it. However, if you are making several changes all at the same…
You are notified by email when a Personal Property task is shared with you.
Updated 1 week ago by Jennifer B.
Users with access to Personal Property can attach an image or snapshot to a new or existing personal property item.
If you are participating in a Personal Property Task, you receive an email notification when changes are made to the personal property inventory.
Click Personal Property in your Tasks. Click Search and filter items [ ] at the top of your dashboard. Enter your search terms. Click Apply.
Updated 1 year ago by Jennifer B.
You can only add media files to replacement items. . Click Personal Property in the My Tasks menu on your dashboard. . Click the Replace tab. . Click on the item you want to add a media file to. . Cl…
If the information is available, personal property media file attachments include the GPS location, identifying where the files were captured.
Only submit changes at intended intervals and not after every single change. Select Personal Property in the Task menu on your dashboard. Edit the inventory as needed. Click Submit Changes. Click Sub…
Select Personal Property from the Tasks menu on your dashboard. Click at the top of your Personal Property page. Select Export. Click Export to : Select Create Property Sheet. Select Replace items ,…
Clean/storage items that have been requested for return show a "Requested" status on the Clean/Storage tab and are also displayed in a separate Requested tab.
Click Personal Property in the Tasks menu on your dashboard. Click the Clean/Storage tab.
Select Personal Property in the Tasks menu on your dashboard. Click the Clean/Storage tab. Click the item in the inventory that you want to view. Click the Details , Files , or Notes tab to view item…
Select Personal property in your Tasks menu. Click Replace. Click Add item. Enter information about the item. Select the Add another replacement item checkbox to add additional items. Click Add. Afte…
Option 1 Click Personal Property in the Tasks menu on your dashboard. Click on the item you want to edit. Click at the bottom of the View Replacement Item drawer. Make the edits. Click Save. After al…
Select the Personal Property tab in the Tasks menu on your dashboard. Click the Replace tab. Click on the item you want to view. Click the Details , Files , or Notes tab to view item information. Cli…
