Personal Property Inventory

18 articles

Can I see inventory lists from ContentsTrack?

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 1 year ago by Jennifer B.

How do I export a personal property inventory to Excel or Xactimate/XactContents?

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 1 week ago by Jennifer B.

Create a ClaimXperience project through ContentsTrack

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.

When should I submit changes to a personal property inventory?

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…

Updated 1 year ago by Jennifer B.

How do I know if I can participate in a Personal Property Task?

You are notified by email when a Personal Property task is shared with you.

Updated 6 months ago by Jennifer B.

Who can attach an image to a personal property item?

Users with access to Personal Property can attach an image or snapshot to a new or existing personal property item.

Updated 2 years ago by Jennifer B.

How do I know if changes have been made to a personal property inventory?

If you are participating in a Personal Property Task, you receive an email notification when changes are made to the personal property inventory.

Updated 1 year ago by Jennifer B.

How do I find a specific item in a 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 2 years ago by Jennifer B.

How do I add a media file attachment to a personal property item?

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…

Updated 1 year ago by Jennifer B.

How do I know where a personal property media file attachment was captured?

If the information is available, personal property media file attachments include the GPS location, identifying where the files were captured.

Updated 2 years ago by Jennifer B.

How do I submit changes to a personal property inventory?

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…

Updated 1 year ago by Jennifer B.

How do I create a Personal Property sheet?

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 ,…

Updated 2 years ago by Jennifer B.

How do I know if a clean/storage item has been requested for return?

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.

Updated 2 years ago by Jennifer B.

How do I see personal property clean/storage items?

Click Personal Property in the Tasks menu on your dashboard. Click the Clean/Storage tab.

Updated 2 years ago by Jennifer B.

View clean/storage item details

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…

Updated 2 years ago by Jennifer B.

How do I add replacement items to a personal property inventory?

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…

Updated 2 years ago by Jennifer B.

How do I edit personal property replacement item details?

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…

Updated 1 year ago by Jennifer B.

How do I view personal property replacement item information?

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…

Updated 1 year ago by Jennifer B.

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