Forms

System requirements for ClaimXperience®

Policyholder: Before you can join your claim

Policyholder: If you can't log in

Policyholder: Add or update your personal information

Policyholder: Change your account password

Policyholder: If you forget your account password

Policyholder: Set your personal preference contact information

Policyholder: Why you should set your claim preferences

Policyholder: Edit your personal preferences

Policyholder: Files overview

Policyholder: View, add, share and download files

Policyholder: File details

Policyholder: Finding and filtering files

Policyholder: File labels

How do I know if I have new messages in ClaimXperience®?

Who gets to see the messages in my claim?

What happens to messages if my claim is cancelled?

How do I send messages?

How do I reply to a message?

How do I remove a message from my claim?

How do I choose who gets to see my current level of satisfaction?

How do I update my level of satisfaction if it changes?

How do I see my claim team?

How do I find my claim team members' contact information?

Policyholder: Live call duration

Policyholder: Live call pictures

Policyholder: Live call videos

Policyholder: No pictures or videos from a live call

Policyholder: The Measure tool explained

Policyholder: See if you can use the Measure tool

Policyholder: Open the Measure tool

Policyholder: If your video collaboration buttons are disabled

Policyholder: Change Measure tool unit of measure

Policyholder: Take measurements using the Measure tool

Policyholder: Take measurement snapshots

Policyholder: Take measurement videos

Policyholder: Exit the Measure tool

Policyholder: Shared calendar overview

Policyholder: Open the shared calendar

Policyholder: See event details

Policyholder: Add a shared calendar event

Policyholder: Edit shared calendar events

Policyholder: Delete shared calendar events

Policyholder: Add a shared calendar event to a personal calendar

Policyholder: Contents overview

Policyholder: Add, submit, and delete contents items

Policyholder: Find, filter, and edit content inventory items

Policyholder: Flagged contents items

Policyholder: Cleaned and stored contents inventory items

Policyholder: Find submitted task information

Policyholder: Who sees submitted task information

Policyholder: Find uploaded submitted task files

Policyholder: Submitted task information pdf

Policyholder: In-app notifications

Policyholder: Notification history

Policyholder: Clear an in-app notification folder

Policyholder: Additional living expenses (ALE)

How do I see an overview of my additional living expenses?

Policyholder: Add expenses

Policyholder: Edit expenses

Policyholder: Upload receipts

Policyholder: Add a temporary address

Policyholder: Edit temporary housing information

Policyholder: View a history of temporary housing

Policyholder: View housing company information

Policyholder: Overview of additional mileage

Xactware Solutions, Inc. License Agreement (EULA)

Xactware privacy notice

Verisk’s approach to cybersecurity

Team member: ClaimXperience system requirements

How do I become a team member of a project?

Team member: Remove yourself as a company resource

Team member: Supported file types

Team member: If you are removed from a project

Team member: Become a project's primary contact

Team member: If you forget your account password

Team member: Update your personal info

Team member: Change your account password

Team member: Who links a project to an assignment

Team member: Know if you're linked to XactAnalysis

Team member: Unlink a project from an assignment

Team member: ClaimXperience projects

Team member: Claims Library

Team member: Start a live call

Team member: Missing live call invitations

Team member: Invitees joining live calls

Team member: Take pictures during a live call

Team member: Record videos during a live call

Team member: Know if there are connection problems

Team member: No videos or snapshots from a live call

Team member: Live call duration

Team member: Live call viewers

Team member: Invite viewers to a live call

Team member: User Viewer Chat

Team member: Remove viewers from a call

Team member: Add a scope

Team member: Delete a scope

Team member: Measure tool described

Team member: Know if you can use the Measure tool

Team member: Know if your device is AR compatible

Team member: Open the Measure tool

Team member: Disabled video collaboration buttons

Team member: Using the Measure tool

Team member: Take a snapshot of a measurement

Team member: Change the Measure tool unit of measurementol?

Team member: Marking a wrong spot

Team member: Exit the Measure tool

Team member: Add files

Team member: Share and unshare files

Team member: When someone adds a file

Team member: View files

Team member: What filtering files does

Team member: Filter files

Team member: Download project files

Team member: Who can see project files

Team member: See file details

Team member: When and where media is captured

Team member: Take a snapshot of an image

Team member: Information for image snapshots

Team member: Take a snapshot of an uploaded video

Team member: Information for video snapshots

Team member: Create a media sheet

Team member: Remove a file from a project

Team member: Files in archived or complete projects

Team member: Edit a label

Team member: Remove a label

Team member: Delete a label

Team member: Create a label

Team member: Apply a label

Team member: Share or unshare a label

Team member: Supported file types

Team member: Privacy checks

Team member: Run a privacy checks

Team member: Who sees messages

Team member: Send messages

Team member: Receive messages

Team member: Reply to messages

Messages in complete and archived projects

Team member: In-app notifications

Team member: Choose notifications to see in the portal

Team member: See your Notification History

Team member: Clear your in-app notification folder

Team member: The shared calendar explained

Team member: Open the shared calendar

Team member: See event details

Team member: Add an event

Team member: Edit an event

Team member: Delete an event

Team member: Add a shared calendar event to a personal calendar

Team member: Policyholder feedback

Primary contact: Primary contact actions

Primary contact: Save multiple-message conversations

Primary contact: Assign a task

Primary contact: Change the primary contact

Primary contact: Find a processed invoice

Primary contact: Track who accepts a legal agreement

Primary contact: Who flags items

Primary contact: Project resources

Primary contact: Add team members

Primary contact: When to hide or unhide team members

Primary contact: Know if team members are visible

Primary contact: Accept a request to join a project

Primary contact: Reject a request to join a project

Primary contact: Remove someone from a project

Primary contact: Grant someone full rights

Primary contact: Revoke someone's full rights to a project

Primary contact: Hide team members

Primary contact: Make hidden team members visible

Primary contact: How hidden team members participate

Primary contact: Removed and re-added team members

Primary contact: Add a resource

Primary contact: Invite a policyholder to a project

Primary contact: Re-send an invitation to the policyholder

Primary contact: Edit policyholder information

Primary contact: Policyholder preference information

Primary contact: When to edit policyholder preferences

Primary contact: Change policyholder preferences

Primary contact: Allow policyholder to request item return

Primary contact: Hazard recognition described

Primary contact: Provide feedback about missing or misidentified hazards

Primary contact: Submitting feedback benefits your company

Primary contact: Missing or incorrect potential hazards

Primary contact: Who sees hazard recognition scan results

Primary contact: Know if a hazard recognition scan was run

Primary contact: Submitting feedback benefits your policyholder

Primary contact: If you receive the wrong RealTwiin images

Share and unshare a personal property task

Primary contact: Initiate an inventory

Primary contact: Complete a flagged item task

Primary contact: Filter flagged items

Primary contact: Benefits of flagging items

Primary contact: Alert assignees of flagged items

Primary contact: Assign a flagged item task

Primary contact: Accept changes to flagged items

Primary contact: Reassign flagged items

Team member: See ContentsTrack inventory lists

Team member: Export an inventory to Excel or Xactimate/XactContents

Team member: Create a project through ContentsTrack

Team member: When to submit inventory changes

Team member: Participate in a personal property task

Team member: Who attaches images to an item

Team member: Add items to an inventory

Team member: Know about inventory changes

Team member: Find specific inventory items

Team member: Attach files to an item

Team member: Personal Property sheet explained

Team member: Learn where media files were captured

Team member: Submit inventory changes

Team member: Create Personal Property sheets

Team member: Know if items are requested for return

Team member: See clean/storage item details

Team member: Delete an inventory item

Team member: Add replacement inventory items

Team member: Edit replacement items

Team members: View item information

Team member: Filter flagged items

Team member: See flagged item details

Team member: Complete flagged item tasks

Team member: Who flags replacement items

Team member: Reset the flagged item filtering

How do I know if I need to work on a flagged item?

Team member: Track flagged items

Team member: Know if you have a contents task

Team member: Share a contents task

Team member: Know when policyholder personal preferences change

Team member: Unassign tasks

Team member: You can assign custom tasks to yourself

Team member: Export task information to Xactimate

Team member: Find submitted task information

Team member: Who sees submitted task information

Team member: Submitted task information pdfs

Team member: Security of uploaded videos

Team member: Additional living expenses (ALE) explained

Team member: Share and unshare ALE tasks

Team member: Edit the ALE overview

Team member: Export expenses

Team member: Additional mileage

Team member: Add additional mileage

Team member: Select normal expense categories

Team member: Add normal expense amounts

Team member: Add temporary addresses

Team member: Edit temporary housing information

Team member: Add housing information

Team member: Edit housing company information

Team member: See previous housing companies

Team member: Add additional living expenses

Team member: Cancel the upload receipts link

Xactware end-user licence agreement (EULA)

Xactware privacy notice

Xactware Information Security Frequently Asked Questions

What's New in ClaimXperience

What is accessibility?

ClaimXperience accessibillity statement

Administrator: Scan forms for accessibility

Administrator: ClaimXperience system requirements

Administrator: Update your personal information

Administrator: If you can't log in

Administrator: Change your account password

Administrator: If you forget your account password

Administrator: Instance information

Administrator: Why is my project inactive?

Administrator: Reactivating a project

Administrator: Activities that reactivate an instance

Administrator: Inactive instances and billing

Administrator: When inactive project are reactivated

Administrator: Reactivation fee

Administrator: Add your logo to your ClaimXperience website

Administrator: Link your logo to an external website

Administrator: Set your ClaimXperience color scheme

Administrator: Hide the Shared Calendar

Administrator: Enable video collaboration options

Administrator: Hide Policyholder Preferences

Administrator: Collaboration options to enable

Administrator: If you can't enable Hazard Recognition

Administrator: Hazard Recognition results

Administrator: Know if Hazard Recognition has been run

Administrator: Who sees Hazard Recognition scan results

Administrator: If potential hazards are missing or incorrect

Administrator: Use Hazard Recognition

Administrator: Set default primary contacts for projects auto-created through XactAnalysis

Administrator: Resources overview

Administrator: Add resources to company instances

Administrator: Assign or edit resource rights

Administrator: Resources who haven't responded to invitations

Administrator: Remove resources

Administrator: Edit a team

Administrator: Delete a team

Administrator: Why use team resources

Administrator: Create a team resources

Customize notification templates

Administrator: Revert to a default notification templates

Administrator: Save copies of project participant emails

Administrator: Create notification signatures

Administrator: Require signatures

Administrator: Require mobile app users to accept the fraud agreement

Administrator: Track who accepts legal agreements

Administrator: Run a report

Administrator: Access a requested report

Administrator: Know if an invoice was processed

Administrator: Access requested invoices

Administrator: API overview

Administrator: Why use API keys and usernames

Administrator: Who needs the username and API key

Administrator: API offerings and documentation

Administrator: Generate a username and API key

Administrator: If you forget the API key

Administrator: Enable the Current Satisfaction feature

Administrator: Enable adding replacement items

Administrator: Set alert amounts

What information is available in the Custom Tasks Assigned tab?

Who can assign a task?

How do I see available tasks?

How do I set up automatic reminders to be sent when task assignees don't complete a task?

Administrator: Uploaded task files

Who can see submitted task information?

What options are there for task assignment automation?

What is an automatic trigger?

How do I enable a task for Damage Assessment Automation (DAA)?

What is automated task assignment?

How do I enable task assignment automation for a task?

Administrator: Create a form

How do I duplicate forms?

How can I find out what forms are available?

How do I see what task is associated with a form?

How do I revert to the previous version of a form?

Administrator: Assign a form to a custom task

Administrator: Preview a form

How do I see if a form is published?

How do I see when a form was last published?

How do I see who last modified the form?

What do I need to know about adding a room shape question to a form?

How do I delete a form?

Are any form templates already Web Content Accessibility Guidelines- (WCAG-) compliant?

What are some of the best practices to use to make forms Web Content Accessibility Guidelines- (WCAG-) compliant?

What does it mean when a form is compliant with Web Content Accessibility Guidelines (WCAG)?

Xactware end-user licence agreement (EULA)

Privacy Notice

Xactware Information Security Frequently Asked Questions

Troubleshooting Video Collaboration Live Call Issues

If you can't log in

The Contents Collaboration process

How long is my inventory stored?

What do I do if I receive an information request?

How do I submit my receipts?

What if I need help?

How do I let my claim representative see my inventory?

View your account information

Access previous claims

Is Contents Collaboration mobile-friendly?

Is my information safe?

All Categories > Administrator > Forms

15 articles

Administrator: Create a form

Autosave runs as soon as you begin to create or edit a form. Option 1: Create a form using a template Click your name at the top of your dashboard. Select Administration. Click Forms in your Tasks me…

Updated 1 week ago by Jennifer B.

How do I duplicate forms?

Click on your name at the top of your screen. Select Administration. Click Forms in the Tasks menu. Locate the form you want to copy. Click. Select Duplicate.

Updated 3 years ago by Jennifer B.

How can I find out what forms are available?

Click your name at the top of your dashboard. Select Administration. Click Forms in your Tasks menu.

Updated 3 years ago by Jennifer B.

How do I see what task is associated with a form?

Click your name at the top of your dashboard. Select Administration. Click Forms in your Tasks menu. If the form is associated with only one task, it is listed in the Associated Task column. If it is…

Updated 3 years ago by Jennifer B.

How do I revert to the previous version of a form?

Click your name at the top of your dashboard. Select Administration. Click Forms in your Tasks menu. Click on the far-right side of the form line. Select Revert. Click REVERT in the Revert to Last Pu…

Updated 3 years ago by Jennifer B.

Administrator: Assign a form to a custom task

Option 1: Assign when creating a task Click your name at the top of your dashboard. Select Administration. Click Custom Tasks in your Tasks menu. Click Create new task. Enter the task name. Enter the…

Updated 1 week ago by Jennifer B.

Administrator: Preview a form

Autosave runs as soon as you begin to create or edit a form. Option 1: When the form is being created Click your name at the top of your dashboard. Select Administration. Click Forms in your Tasks me…

Updated 1 week ago by Jennifer B.

How do I see if a form is published?

Click your name at the top of your dashboard. Select Administration. Click Forms in your Tasks menu.

Updated 3 years ago by Jennifer B.

How do I see when a form was last published?

Click your name at the top of your dashboard. Select Administration. Click Forms in your Tasks menu.

Updated 3 years ago by Jennifer B.

How do I see who last modified the form?

Click your name at the top of your dashboard. Select Administration. Click Forms in your Tasks menu.

Updated 3 years ago by Jennifer B.

What do I need to know about adding a room shape question to a form?

Room shape questions only affect line items added after the questions are added. When you are creating or editing forms with room-shape questions, you can: Add line items to number question types. Se…

Updated 3 years ago by Jennifer B.

How do I delete a form?

Click your name at the top of your dashboard. Select Administration. Click Forms in your Tasks menu. Click on the form line. Select Delete. Click DELETE in the Delete Form dialog box.

Updated 3 years ago by Jennifer B.

Are any form templates already Web Content Accessibility Guidelines- (WCAG-) compliant?

All ClaimXperience/OneXperience form templates in their original state meet the WCAG 2.1, level AA standard for accessibility. This means that users of screen reader, visual, and keyboard navigation…

Updated 3 years ago by Jennifer B.

What are some of the best practices to use to make forms Web Content Accessibility Guidelines- (WCAG-) compliant?

Add descriptions to images, including animated images, in new and existing forms that provide non-sighted users information that is similar to what a sighted user would understand by looking at the i…

Updated 3 years ago by Jennifer B.

What does it mean when a form is compliant with Web Content Accessibility Guidelines (WCAG)?

When a web page or online form meets the WCAG standard for accessibility, it means information displayed on the screen is meaningfully communicated to and usable by all users, regardless of the way t…

Updated 3 years ago by Jennifer B.

Forms

Administrator: Create a form

How do I duplicate forms?

How can I find out what forms are available?

How do I see what task is associated with a form?

How do I revert to the previous version of a form?

Administrator: Assign a form to a custom task

Administrator: Preview a form

How do I see if a form is published?

How do I see when a form was last published?

How do I see who last modified the form?

What do I need to know about adding a room shape question to a form?

How do I delete a form?

Are any form templates already Web Content Accessibility Guidelines- (WCAG-) compliant?

What are some of the best practices to use to make forms Web Content Accessibility Guidelines- (WCAG-) compliant?

What does it mean when a form is compliant with Web Content Accessibility Guidelines (WCAG)?

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