Messages

5 articles

Who can see project messages

The insurance company has access to all messages sent through ClaimXperience. Other project participants can only view messages if they are included as participants.

Updated 1 year ago by Jennifer B.

How do I send messages?

Shared messages can be viewed by the selected claim participants, claim's main contact, and the insurance company. . Option 1 Click Send message in your Welcome card. . Click New Message under Conver…

Updated 1 year ago by Jennifer B.

How to know if you have received messages

If the person sending the message includes you as a recipient, you receive a notification with the message included.

Updated 1 year ago by Jennifer B.

How do I reply to a message

Click Messages in your General Collaboration menu. Select the message under Conversations to which you want to reply. Type your message in the Write a reply dialogue box. Click REPLY.

Updated 1 year ago by Jennifer B.

What happens to messages when the project is canceled

The project itself is marked Canceled , but the messages in the project are saved for analytics and reporting purposes.

Updated 1 year ago by Jennifer B.

Messages

Who can see project messages

How do I send messages?

How to know if you have received messages

How do I reply to a message

What happens to messages when the project is canceled

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