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About ClaimXperience® ​ | ​ Accounts and account IDs ​ | ​ Administrator: Run a report

Getting Started with ClaimXperience

About ClaimXperience®

Accounts and account IDs

Account passwords and logging in

Policyholder

Additional Living Expenses (ALE)

ALE Overview

Policyholder: Additional living expenses (ALE)

Policyholder: View a summary of additional living expenses

Expense Receipts

Policyholder: Add expenses

Policyholder: Edit expenses

Policyholder: Upload receipts

Housing Company

Policyholder: Add a temporary address

Policyholder: Edit temporary housing information

Policyholder: View a history of temporary housing

Policyholder: View housing company information

Additional Mileage

Policyholder: Overview of additional mileage

Files

Policyholder: Files overview

Policyholder: View, add, share and download files

Policyholder: File details

Policyholder: Finding and filtering files

Policyholder: File labels

In-app Notifications

Policyholder: In-app notifications

Messages

Policyholder: Messages overview

Policyholder: Send and reply to a message

My Claim Team

Policyholder: Your claim team

My Tasks

Tasks

My Claim Preferences

Policyholder: Personal preferences

Contents (Personal Property)

Policyholder: Contents overview

Policyholder: Add, submit, and delete contents items

Policyholder: Find, filter, and edit content inventory items

Policyholder: Flagged contents items

Policyholder: Cleaned and stored contents inventory items

Satisfaction & Feedback

Policyholder: Satisfaction and feedback

Shared Calendar

Policyholder: Shared calendar

Video Collaboration

Policyholder: Live call duration

Policyholder: Live call pictures

Policyholder: Live call videos

Policyholder: No pictures or videos from a live call

Policyholder: The Measure tool explained

Policyholder: See if you can use the Measure tool

Policyholder: Open the Measure tool

Policyholder: If your video collaboration buttons are disabled

Policyholder: Change Measure tool unit of measure

Policyholder: Take measurements using the Measure tool

Policyholder: Take measurement snapshots

Policyholder: Take measurement videos

Policyholder: Marking a wrong point

Policyholder: Exit the Measure tool

Team Member

Get Started

Using ClaimXperience

How do I become a team member of a project?

Team member: Remove yourself as a company resource

Team member: If you are removed from a project

Team member: Become a project's primary contact

Additional Living Expenses (ALE)

Additional Living Expenses (ALE) overview

Team member: Additional living expenses (ALE) explained

Team member: Share and unshare ALE tasks

Team member: Edit the ALE overview

Team member: Export expenses

Additional Mileage

Team member: Additional mileage

Team member: Add additional mileage

Normal Expenses

Team member: Normal expenses explained

Team member: Select normal expense categories

Team member: Add normal expense amounts

Temporary Addresses

Team member: Add temporary addresses

Team member: Edit temporary housing information

Housing Company

Team member: Add housing information

Team member: Edit housing company information

Team member: See previous housing companies

Expense Receipts

Team member: Add additional living expenses

Team member: Edit additional living expenses

Team member: Cancel the upload receipts link

Custom Tasks

Assigning and Unassigning Tasks

Team member: Unassign tasks

Team member: You can assign custom tasks to yourself

Submitted Task Information

Team member: Export task information to Xactimate

Team member: Find submitted task information

Team member: Who sees submitted task information

Team member: Submitted task information pdfs

Team member: Security of uploaded videos

Feedback & Satisfaction

Team member: Policyholder feedback

Files

Team member: Who can see project files

Team member: When someone adds a file

Team member: Files in archived or complete projects

Team member: View files

Team member: Add files

Team member: Share and unshare files

Team member: Download project files

Team member: Remove a file from a project

Team member: Information for image snapshots

Team member: See file details

Team member: When and where media is captured

Team member: Take a snapshot of an image

Team member: Take a snapshot of an uploaded video

Team member: Information for video snapshots

Team member: Search for, sort, and filter files

Team member: What filtering files does

Team member: Filter files

Team member: Create a label

Team member: Apply a label

Team member: Edit a label

Team member: Remove a label

Team member: Delete a label

Team member: Share or unshare a label

Team member: Create a media sheet

Team member: Privacy checks

Team member: Run a privacy checks

In-app Notifications

Team member: In-app notifications

Link to XactAnalysis

Team member: Who links a project to an assignment

Team member: Know if you're linked to XactAnalysis

Team member: Link a project to an assignment

Team member: Unlink a project from an assignment

Team member: Create a project from XactAnalysis

Messages

Team member: Messages overview

Team member: Send and reply to a message

Contents (Personal Property)

Contents (Personal Property) Inventory

Team member: Participate in a personal property task

Team member: Know about inventory changes

Team member: Attach files to an item

Team members: View item information

Team member: Who attaches images to an item

Team member: When to submit inventory changes

Team member: Submit inventory changes

Team member: Delete an inventory item

Team member: Export an inventory to Excel or Xactimate/XactContents

Team member: See ContentsTrack inventory lists

Team member: Create a project through ContentsTrack

Team member: See clean/storage item details

Team member: Know if items are requested for return

Team member: Find specific inventory items

Team member: Edit replacement items

Team member: Personal Property sheet explained

Team member: Create Personal Property sheets

Team member: Learn where media files were captured

Tasks and Flagged Items

Team member: Share a contents task

Team member: Filter flagged items

Team member: See flagged item details

Team member: Complete flagged item tasks

Team member: Who flags replacement items

Team member: Reset the flagged item filtering

How do I know if I need to work on a flagged item?

Team member: Track flagged items

Team member: Know if you have a contents task

Policyholder Preferences

Team member: Know when policyholder personal preferences change

Main Contact

The role of the main contact

Primary contact: Primary contact actions

Primary contact: Save multiple-message conversations

Primary contact: Assign a task

Primary contact: Change the primary contact

Primary contact: Find a processed invoice

Primary contact: Track who accepts a legal agreement

Primary contact: Who flags items

Working with team members

Primary contact: Resources and team members

Primary contact: Project resources

Primary contact: When to hide or unhide team members

Primary contact: Know if team members are visible

Primary contact: Accept a request to join a project

Primary contact: Reject a request to join a project

Primary contact: Remove someone from a project

Primary contact: Grant someone full rights

Primary contact: Revoke someone's full rights to a project

Primary contact: Hide team members

Primary contact: Make hidden team members visible

Primary contact: How hidden team members participate

Primary contact: Removed and re-added team members

Primary contact: Add a resource

Working with your policyholder

Primary contact: Invite a policyholder to a project

Primary contact: Re-send an invitation to the policyholder

Primary contact: Edit policyholder information

Primary contact: Policyholder preference information

Primary contact: When to edit policyholder preferences

Primary contact: Change policyholder preferences

Primary contact: Allow policyholder to request item return

Services

Hazard Recognition

Primary contact: Hazard recognition described

Primary contact: Provide feedback about missing or misidentified hazards

Primary contact: Submitting feedback benefits your company

Primary contact: Missing or incorrect potential hazards

Primary contact: Who sees hazard recognition scan results

Primary contact: Know if a hazard recognition scan was run

Primary contact: Submitting feedback benefits your policyholder

Where do I find hazard recognition results?

What are some examples of the hazards that the Hazard Recognition feature currently looks for?

Contents (Personal Property)

Share and unshare a personal property task

Primary contact: Initiate an inventory

Primary contact: Complete a flagged item task

Primary contact: Filter flagged items

Primary contact: Benefits of flagging items

Primary contact: Alert assignees of flagged items

Primary contact: Assign a flagged item task

Primary contact: Accept changes to flagged items

Primary contact: Reassign flagged items

Claims Library & Projects

Team member: ClaimXperience projects

Team member: Claims Library

Shared Calendar

Team member: The shared calendar explained

Team member: Open the shared calendar

Team member: See event details

Team member: Add an event

Team member: Edit an event

Team member: Delete an event

Team member: Add a shared calendar event to a personal calendar

Video Collaboration

Team member: Live call duration

Team member: Missing live call invitations

Team member: Know if there are connection problems

Team member: Start a live call

Team member: Invitees joining live calls

Team member: Take pictures during a live call

Team member: Record videos during a live call

Team member: No videos or snapshots from a live call

Team member: Live call viewers

Team member: Invite viewers to a live call

Team member: User Viewer Chat

Team member: Remove viewers from a call

Team member: Add a scope

Team member: Delete a scope

Team member: Measure tool described

Team member: Know if you can use the Measure tool

Team member: Know if your device is AR compatible

Team member: Open the Measure tool

Team member: Disabled video collaboration buttons

Team member: Using the Measure tool

Team member: Take a snapshot of a measurement

Team member: Change the Measure tool unit of measurementol?

Team member: Marking a wrong spot

Team member: Exit the Measure tool

What's New in ClaimXperience

Administrator

Accessibility

What is accessibility?

ClaimXperience accessibillity statement

Administrator: Scan forms for accessibility

Collaboration Settings

Instance Information

Administrator: Instance information

Automatically inactivated projects

Administrator: Why is my project inactive?

Administrator: Reactivating a project

Administrator: Activities that reactivate an instance

Administrator: Inactive instances and billing

Administrator: When inactive project are reactivated

Administrator: Reactivation fee

Additional Living Expenses (ALE)

Categories

Administrator: Set alert amounts

APIs

Administrator: API overview

Administrator: Why use API keys and usernames

Administrator: Who needs the username and API key

Administrator: API offerings and documentation

Administrator: If you forget the API key

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?

Administrator: Uploaded task files

Who can see submitted task information?

Custom Tasks Delivery

What options are there for task assignment automation?

What is an automatic trigger?

Custom Task Automation (Damage Assessment Automation [DAA]

How do I enable a task for Damage Assessment Automation (DAA)?

What is automated task assignment?

How do I enable task assignment automation for a task?

Customer Feedback & Satisfaction

Administrator: Enable the Current Satisfaction feature

Forms

How can I find out what forms are available?

How do I see if a form is published?

How do I see when a form was last published?

How do I see what task is associated with a form?

How do I see who last modified the form?

Administrator: Create a form

What do I need to know about adding a room shape question to a form?

Administrator: Assign a form to a custom task

How do I duplicate forms?

How do I revert to the previous version of a form?

Administrator: Preview a form

How do I delete a form?

What does it mean when a form is compliant with Web Content Accessibility Guidelines (WCAG)?

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?

Legal

Administrator: Require mobile app users to accept the fraud agreement

Administrator: Track who accepts legal agreements

Notification Templates

Templates

Customize notification templates

Administrator: Revert to a default notification templates

Administrator: Save copies of project participant emails

Signatures

Signatures

Administrator: Create notification signatures

Administrator: Require signatures

Contents (Personal Property)

Administrator: Enable adding replacement items

Reports & Invoices

Administrator: Run a report

Administrator: Access a requested report

Administrator: Know if an invoice was processed

Administrator: Access requested invoices

Resources

Administrator: About resources

Administrator: Assign, edit, and remove resources

Branding

Theming

Administrator: Add your logo to your ClaimXperience website

Administrator: Link your logo to an external website

Administrator: Set your ClaimXperience color scheme

Collaboration

General Collaboration

Administrator: Hide the Shared Calendar

Video Collaboration

Administrator: Enable video collaboration options

Policyholder Collaboration

Administrator: Hide Policyholder Preferences

Administrator: Collaboration options to enable

Services

Hazard Recognition

Administrator: If you can't enable Hazard Recognition

Administrator: Hazard Recognition results

Administrator: Know if Hazard Recognition has been run

Administrator: Who sees Hazard Recognition scan results

Administrator: If potential hazards are missing or incorrect

Administrator: Use Hazard Recognition

Project

Administrator: Set default primary contacts for projects auto-created through XactAnalysis

Administrator: Carrier letters

Login errors

Troubleshooting Video Collaboration Live Call Issues

Getting Started with ClaimXperience

3 articles by 1 author

Policyholder

42 articles by 1 author

Team Member

171 articles by 1 author

Administrator

72 articles by 1 author

2 articles by 1 author

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