Team member: Link a project to an assignment

Updated by Jennifer B.

Team members can link claim content shared by or with them from a ClaimXperience project to their own XactAnalysis assignment. Multiple team members from one ClaimXperience project can link content to their own, individual, XactAnalysis assignments.

Why link a ClaimXperience project to an XactAnalysis assignment
When projects and assignments are linked, shared content in the project is viewable within the XactAnalysis assignment, if the file types are supported by XactAnalysis. Messages sent from a ClaimXperience project are exported into the XactAnalysis assignment. Also, edits made in XactAnalysis create events in the ClaimXperience project, and the updated information is added to the claimxperience activity.

Team members can link ClaimXperience projects to their own XactAnalysis assignments, allowing content shared by or with them in the project to also be available in the assignment when ClaimXperience and XactAnalysis sync. This allows multiple team members from one ClaimXperience project to link contents to their individual XactAnalysis assignments.

ClaimXperience projects and XactAnalysis assignments can be linked at any time, but only content shared with or by that team member will be sent back to their linked assignment, unless they are the primary contact who has access to all project information. After linking a ClaimXperience project to an XactAnalysis assignment, all content captured in the project will automatically be sent to your assignment when ClaimXperience and XactAnalysis sync.
Know if you're linked to XactAnalysis

Option 1

  1. Click Team Members in your Main menu.
  2. Click the Team member actions vertical ellipsis on your contact card. If you are linked to XactAnalysis, View XactAnalysis link displays in the drop-down menu.

Option 2

  1. Click View all in the Team Members card on your dashboard.
  2. Click the Team member actions vertical ellipsis on your contact card. If you are linked to XactAnalysis, View XactAnalysis link displays in your drop-down menu.
Link a ClaimXperience project to an XactAnalysis assignment
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 vertical ellipsis 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 vertical ellipsis on your contact card.
  3. Select Link to XactAnalysis.
  4. Enter the XactAnalysis ID (MFN).
  5. Click Link.
Unlink a ClaimXperience project from an XactAnalysis assignment
Any previously linked content will still be visible within XactAnalysis, but once unlinked no new content will be sent.

Option 1

  1. Click Team Members in the Main menu on your dashboard.
  2. Click the Team member actions vertical ellipsis on your contact card.
  3. Select View XactAnalysis Link.
  4. Click UNLINK.
  5. Click UNLINK in the Unlink from XactAnalysis? confirmation dialog box.

Option 2

  1. Click VIEW ALL in the Team Members card on your dashboard.
  2. Click the Team member actions vertical ellipsis on your contact card
  3. Select View XactAnalysis Link.
  4. Click UNLINK.
  5. Click UNLINK in the Unlink from XactAnalysis? confirmation dialog box.

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