Policyholder: Find, filter, and edit content inventory items

Updated by Jennifer B.

Find items in your contents inventory
  1. Select Contents from your My Tasks menu.
  2. Select Search and filter items under your name. This opens the Search and filter drawer.
  3. Enter the description of the item, or the room in which it was located, in the Search inventory field.
  4. Select Apply. The search results include the items matching the entered terms.
You can sort the search results by hovering over the Description, Quantity, Room, or Last modified column heading and selecting the up-pointing arrow.
Filter items in your contents inventory
  1. Select Contents from your My Tasks menu.
  2. Select Search and filter items under your name. This opens the Search and filter drawer.
  3. Enter the description of the item, or the room in which it was located, in Search inventory.
  4. Select the filter condition. The filter condition lets you specify whether you want the results to contain the search terms and whether the results should contain any or all search terms.
The filter condition is not the physical condition of the item you are trying to find.
  1. To further narrow down the filter results, select one of the options under the Item criteria to filter my list.
  2. Select Apply.
You can sort the search results by hovering over the Description, Quantity, Room, or Last modified column heading and selecting the up-pointing arrow.
View inventory item details

Option 1

  1. Select Contents from your My Tasks menu.
  2. Select the inventory item you want to view. This opens the View item drawer.
  3. Click outside the View item drawer to close it.

Option 2

  1. Select Contents from your My Tasks menu.
  2. Select View item for the item you want to view. This opens the View item drawer.
  3. Click outside the View item drawer to close it.
Reset filter settings

Option 1

  1. Select Contents from your My Tasks menu.
  2. Select Reset next to Search and filter applied .

Option 2

  1. Select Contents from your My Tasks menu.
  2. Select Search and filter applied under your name. This opens the Search and filter drawer.
  3. Select Reset at the bottom of the Search and filter drawer.
Edit inventory item details
Items listed in the Submitted inventory card cannot be edited.

Option 1

  1. Select Contents in your My Tasks menu.
  2. Select Edit item for the item with details you want to edit. This opens the Edit item drawer.
  3. Edit the item’s details.
  4. Select Save.

Option 2

  1. Select Contents from your My Tasks menu.
  2. Select View item for the item with details you want to edit. This opens the Edit item drawer.
  3. Select Edit item at the bottom of the View item drawer.
  4. Update the information as needed.
  5. Select Save.

Option 3

  1. Select Contents from your My Tasks menu.
  2. Select the inventory item you want to view. This opens the View item drawer.
  3. Select Edit item at the bottom of the View item drawer.
  4. Update the information as needed.
  5. Select Save.


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