Contents (Personal Property)

9 articles

Share and unshare a personal property task

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 by Jennifer B.

Primary contact: Initiate an inventory

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…

Updated by Jennifer B.

Primary contact: Complete a flagged item task

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.…

Updated by Jennifer B.

Primary contact: Filter flagged items

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 filter b…

Updated by Jennifer B.

Primary contact: Benefits of flagging items

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…

Updated by Jennifer B.

Primary contact: Alert assignees of flagged items

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…

Updated by Jennifer B.

Primary contact: Assign a flagged item task

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…

Updated by Jennifer B.

Primary contact: Accept changes to flagged items

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…

Updated by Jennifer B.

Primary contact: Reassign flagged items

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…

Updated by Jennifer B.