Contents (Personal Property) Inventory

20 articles

Team member: See ContentsTrack inventory lists

If an inventory from ContentsTrack has been linked to ClaimXperience and the Contents task has been shared with you, you can view ContentsTrack inventory items within ClaimXperience using the Content…

Updated by Jennifer B.

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

Follow these steps to export an inventory to an Excel spreadsheet or to Xactimate/XactContents.

Updated by Jennifer B.

Team member: Create a project through ContentsTrack

The Create ClaimXperience project dialog will be prefilled with any available project data from ContentsTrack. Add any missing information. Policyholder and claim number are required. Log in to Conte…

Updated by Jennifer B.

Team member: When to submit inventory changes

If you are adding, editing, or deleting a single item in a contents inventory you should submit the change as soon as you make it. However, if you are making several changes all at the same time, sub…

Updated by Jennifer B.

Team member: Participate in a personal property task

You are notified when a contents task is shared with you.

Updated by Jennifer B.

Team member: Who attaches images to an item

Users with access to a Contents inventory can attach an image or snapshot to a new or existing inventory item.

Updated by Jennifer B.

Team member: Add items to an inventory

You can only add Replace Items to a contents inventory. You can upload and attach files to the item or provide additional information on the item using the Files and Notes tabs in the Add Replacement…

Updated by Jennifer B.

Team member: Know about inventory changes

If you are participating in a contents task, you receive an email notification when changes are made to the contents inventory.

Updated by Jennifer B.

Team member: Find specific inventory items

Click Contents in your Tasks. Click Search and filter items [ ] at the top of your dashboard. Enter your search terms. Click Apply.

Updated by Jennifer B.

Team member: Attach files to an item

You can only add media files to replacement items. Click Contents in your Tasks menu. Click the item you want to add a media file to. Click the Files tab. Click. Attach files using. Click Save.

Updated by Jennifer B.

Team member: Personal Property sheet explained

Contents sheets are documents containing content inventory items, their details, and available photos of them. Team members with access to content inventories can create these sheets, which are then…

Updated by Jennifer B.

Team member: Learn where media files were captured

If the information is available, content media file attachments include the GPS location, identifying where the files were captured.

Updated by Jennifer B.

Team member: Submit inventory changes

If you are adding, editing, or deleting a single item in a contents inventory you should submit the change as soon as you make it. However, if you are making several changes all at the same time, sub…

Updated by Jennifer B.

Team member: Create Personal Property sheets

Select Contents in your Tasks menu. Click at the top of the Contents page. Select Export. Click Export to : Select Create Contents Sheet. Select Replace items , Clean/Storage items , or both. Replace…

Updated by Jennifer B.

Team member: Know if items are requested for return

Clean/storage items that have been requested for return show a "Requested" status on the Clean/Storage tab and are also displayed in a separate Requested tab.

Updated by Jennifer B.

Team member: See clean/storage item details

Select Personal Property in the Tasks menu on your dashboard. Click the Clean/Storage tab. Click the item in the inventory that you want to view. Click the Details , Files , or Notes tab to view item…

Updated by Jennifer B.

Team member: Delete an inventory item

You can only delete files in the replace items inventory. Option 1 Click Contents in your Tasks menu. Click the Replace tab. Click on the item you want to delete. Click at the bottom of the Details t…

Updated by Jennifer B.

Team member: Add replacement inventory items

Select Contents in your Tasks menu. Click Replace. Click Add item. Enter information about the item. Click Add. After all replacement items have been added, click Submit changes.

Updated by Jennifer B.

Team member: Edit replacement items

Option 1 Click Contents in your Tasks menu. Click on the item you want to edit. Click at the bottom of the View Replacement Item drawer. Make the edits. Click Save.. After all necessary edits have be…

Updated by Jennifer B.

Team members: View item information

Select Contents in your Tasks menu. Click the item you want to view. Click the Details , Files , or Notes tab to view item information.

Updated by Jennifer B.