Working with your policyholder

About ClaimXperience®

Accounts and account IDs

Account passwords and logging in

Policyholder: Personal preferences

Policyholder: Files overview

Policyholder: View, add, share and download files

Policyholder: File details

Policyholder: Finding and filtering files

Policyholder: File labels

Policyholder: Messages overview

Policyholder: Send and reply to a message

Policyholder: Satisfaction and feedback

Policyholder: Your claim team

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

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: 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

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: 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: Messages overview

Team member: Send and reply to a message

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

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

What's New in ClaimXperience

What is accessibility?

ClaimXperience accessibillity statement

Administrator: Scan forms for accessibility

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)?

Troubleshooting Video Collaboration Live Call Issues

All Categories > Team Member > Main Contact > Working with your policyholder

Working with your policyholder

7 articles

Primary contact: Invite a policyholder to a project

Policyholders can be invited to participate in a collaboration at any stage during the project using the policyholder information bar. In the project, click INVITE under your policyholder’s name. Sel…