Team member: How do I link a project to an XactAnalysis assignment?
Updated 1 year 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
- Click Team Members in your Main menu.
- Click Team member actions
on your contact card. - Select Link to XactAnalysis.
- Enter the XactAnalysis ID (MFN).
- Click Link.
Option 2
- Click View all in the Team Members card on your dashboard.
- Click Team member actions
on your contact card. - Select Link to XactAnalysis.
- Enter the XactAnalysis ID (MFN).
- Click Link.