Team member: How do I link a project to an XactAnalysis assignment?

Updated 7 months ago by Jennifer B.

The policy and claim numbers tied to this claim must match the XactAnalysis ID you enter to successfully link.

Option 1

  1. Click Team Members in your Main menu.
  2. Click Team member actions on your contact card.
  3. Select Link to XactAnalysis.
  4. Enter the XactAnalysis ID (MFN).
  5. Click Link.

Option 2

  1. Click View all in the Team Members card on your dashboard.
  2. Click Team member actions on your contact card.
  3. Select Link to XactAnalysis.
  4. Enter the XactAnalysis ID (MFN).
  5. Click Link.

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