Team member: Create a project from XactAnalysis
Updated
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- Log in to XactAnalysis.
- Find the assignment for which you want to create the project.
- Click Open ClaimXperience.
ClaimXperience project information is pre-filled using the information from the XactAnalysis assignment.
- Enter your policyholder’s information.
You can invite the policyholder immediately or wait until later in the claim lifecycle.
- Click Create.