Team member: Link a project to an Xactimate instance

Updated by Jennifer B.

ClaimXperience projects created via Xactimate are automatically linked.

Option 1

  1. Click Team Members in your Main menu.
  2. Click Team member actions [] on your contact card.
  3. Select Link to Xactimate.
  4. Select the Xactimate instance.
  5. Use Project Search to locate and select the Xactimate project.
  6. 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 Xactimate.
  4. Select the Xactimate instance.
  5. Use Project Search to locate and select the Xactimate project.
  6. Click Link.

How Did We Do?