All Categories > Team Member > Claims Library & Projects > Projects
9 articles
ClaimXperience projects, also called claims, contain collaboration information shared through ClaimXperience by policyholders and team members throughout the life of the project. Your Claims Library…
Updated 6 months ago by Jennifer B.
Follow the steps on this page to create a ClaimXperience project via ClaimXperience, XactAnalysis, Xactimate, or ContentsTrack.
Updated 4 months ago by Jennifer B.
Click the project in your Claims Library to open your project and view information on your dashboard.
Projects cannot be completely canceled, because they cannot be removed from the database. They can, however, be hidden from view if you change the project's status to Archive. All information added t…
Your insurance company has access to the information you add to a project in or using ClaimXperience. Other professionals working on the project can view the information you share if you include them…
Only the primary contact can invite a policyholder to participate in a project. If you are the project's primary contact, please see How do I Invite a policyholder to a project? in the Primary Contac…
After you change the status of a project, you can use your Claims Library filter to display only those projects with a specific status. This reduces the number of projects displayed, making it easier…
Follow the steps on this page to change the status of a project.
