All Categories > Team Member > Main Contact > Contents (Personal Property)
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Option 1 Click Contents in your Tasks menu. Click Share Task. Select the project participants you want to invite to the task from the Select Recipients dropdown menu. Click Share. Option 2 Click Cont…
Updated 1 year ago by Jennifer B.
If you are a project’s main contact and your company has enabled the Contents functionality, you can start a contents inventory and invite project participants, including the policyholder, to help bu…
You are notified when a flagged item task is assigned to you. Click the link in the notification email. Click Contents from your Tasks menu. Click Flagged. Click the item you want to want to work on.…
Click Contents in your Tasks menu. . Click Flagged. . Click Search and filter items [ ]. . Select the type of items displayed. . Select the filter condition. . Click the item criteria you want to fil…
Flagging inventory replacement items allows primary contacts and team members with full-access to a project to: Identify items that are missing information required to resolve a claim. Bulk or indivi…
Policyholders and team members are notified by email when you assign them to work on flagged items. The notification is sent to the email address associated with the user selected from the Assignee d…
Option 1 Click Contents in your Tasks menu. Click Replace. Hover over the item you want to flag. Click the check box to the right of the item description. You can select additional items by clicking…
Option 1: individual items Click Contents in your Tasks menu. Click Flagged. Click the flagged item you want to review. Check the information added by the assignee. Click Accept. Option 2: one or mor…
Option 1 Click Contents in your Tasks menu. Click Flagged. Click the flagged item you want to reassign. Check the information added by the current assignee. Click Reassign. Update the fields you want…
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