Getting started in ClaimXperience
ClaimXperience Policyholder
Personal Preferences
Files
Policyholder: Files overview
Policyholder: View, add, share, and download files
Policyholder: File details
Policyholder: Find and filter files
Policyholder: File labels
Messages
Satisfaction & Feedback
My Claim Team
Video Collaboration
Policyholder: Live call duration
Policyholder: Live call pictures
Policyholder: Live call videos
Policyholder: No pictures or videos from a live call
Policyholder: The Measure tool explained
Policyholder: See if you can use the Measure tool
Policyholder: Open the Measure tool
Policyholder: If your video collaboration buttons are disabled
Policyholder: Change Measure tool unit of measure
Policyholder: Take measurements using the Measure tool
Policyholder: Take measurement snapshots
Policyholder: Take measurement videos
Policyholder: Marking a wrong point
Policyholder: Exit the Measure tool
Shared Calendar
Personal Property
Policyholder: Personal property overview
Policyholder: Add, submit, and delete personal property items
Policyholder: Find, filter, and edit personal property items
Policyholder: Flagged personal property items
Policyholder: Cleaned and stored personal property items
My Tasks
Policyholder: Find submitted task information
Policyholder: Who sees submitted task information
Policyholder: Find uploaded submitted task files
Policyholder: Submitted task information pdf
In-app Notifications
Additional Living Expenses (ALE)
ALE Overview
Policyholder: Additional living expenses (ALE)
Policyholder: See an additional living expenses summary
Normal Expenses
Expense Receipts
Housing Company
Policyholder: Add a temporary address
Policyholder: Edit temporary housing information
Policyholder: See a temporary housing history
Policyholder: See housing company information
Additional Mileage
Payment
Policyholder: Glossary
Policyholder: ClaimXperience help articles and video tutorials
ClaimXperience Team Member
Get Started
Link to XactAnalysis and Xactimate
Team member: Find your Main File Name (MFN)
Team member: Link a project to an assignment
Team member: Who links a project to an assignment
Team member: Know if you're linked to XactAnalysis
Team member: Link a project to an assignment
Team member: Unlink a project from an assignment
Team member: Create a project from XactAnalysis
Team member: Link a project to an Xactimate instance
Team member: Unlink a project from an Xactimate instance
Team member: Why link a project to an Xactimate instance
Projects & Claims Library
Video Collaboration
Team member: Start a live call
Team member: Missing live call invitations
Team member: Invitees joining live calls
Team member: Take pictures during a live call
Team member: Record videos during a live call
Team member: Know if there are connection problems
Team member: No videos or snapshots from a live call
Team member: Live call duration
Team member: Live call viewers
Team member: Invite viewers to a live call
Team member: Use Viewer Chat
Team member: Remove viewers from a call
Team member: Add a scope
Team member: Delete a scope
Team member: The Measure tool described
Team member: Know if you can use the Measure tool
Team member: Know if your device is AR compatible
Team member: Open the Measure tool
Team member: Disabled video collaboration buttons
Team member: Using the Measure tool?
Team member: Take a snapshot of a measurement
Team member: Take a video of measurements
Team member: Change the Measure tool unit of measure
Team member: If you mark a wrong point
Team member: Exit the Measure tool
Team member: Live call transcriptions and summaries
Files
Team member: Add files
Team member: Share and unshare files
Team member: When someone adds a file
Team member: View files
Team member: What filtering files does
Team member: How to filter files
Team member: How to download project files
Team member: Who can see project files
Team member: See file details
Team member: When and where media is captured
Team member: Take a snapshot of an image
Team member: Information for image snapshots
Team member: Take a snapshot of an uploaded video
Team member: Information for video snapshots
Team member: Create a media sheet
Team member: Remove a file from a project
Team member: Files in archived or complete projects
Team member: Edit a label
Team member: Remove a label
Team member: Delete a label
Team member: Create a label
Team member: Apply a label to a file
Team member: Share or unshare a file label
Team member: Supported file types
Team member: Privacy checks
Team member: Run a privacy check
Messages
In-app Notifications
Team member: In-app notifications
Team member: Choose notifications to see in the portal
Team member: See your Notification History
Team member: Clear your in-app notification folder
Shared Calendar
Team member: The shared calendar explained
Team member: Open the shared calendar
Team member: See event details
Team member: Add an event
Team member: Edit an event
Team member: Delete an event
Team member: Add a shared calendar event to a personal calendar
Feedback & Satisfaction
Primary Contact
The role of primary contact
Primary contact: Primary contact actions
Primary contact: Save multiple-message conversations
Primary contact: Assign a task
Primary contact: Change the primary contact
Primary contact: Find a processed invoice
Primary contact: Track who accepts legal terms
Primary contact: Who flags items
Working with team members
Primary contact: Project resources
Primary contact: Add team members
Primary contact: When to hide or unhide team members
Primary contact: Know if team members are visible
Primary contact: Accept a request to join a project
Primary contact: Reject a request to join a project
Primary contact: Remove someone from a project
Primary contact: Grant someone full rights
Primary contact: Revoke someone's full rights to a project
Primary contact: Hide team members
Primary contact: Make hidden team members visible
Primary contact: How hidden team members participate
Primary contact: Removed and re-added team members
Primary contact: Add a resource
Working with your policyholder
Primary contact: Invite a policyholder to a project
Primary contact: Re-send an invitation to the policyholder
Primary contact: Edit policyholder information
Primary contact: Policyholder Preference information
Primary contact: When to edit policyholder preferences
Primary contact: Change policyholder preferences
Primary contact: Start the additional living expenses (ALE) task
Primary contact: Allow policyholder to request return of items
Services
Image Analytics
Primary contact: Know if images are flagged
Primary contact: Alerts in an image File details drawer
Primary contact: Why an image is flagged
Hazard Recognition
Primary contact: Hazard Recognition described
Primary contact: Provide feedback about missing or misidentified hazards
Primary contact: Submitting feedback benefits your company
Primary contact: Missing or incorrect potential hazards
Primary contact: Who sees hazard recognition scan results
Primary contact: Know if a hazard recognition check has been run
Primary contact: Submitting feedback benefits your policyholder
Primary contact: Find hazard recognition results
Primary contact: Examples of recognized hazards
360Value®
PLNAR
Personal Property
Primary contact: Share and unshare a personal property task
Primary contact: Initiate an inventory
Primary contact: Complete a flagged item task
Primary contact: Filter flagged items
Primary contact: Benefits of flagging items
Primary contact: Alert assignees of flagged items
Primary contact: Assign a flagged item task
Primary contact: Accept changes to flagged items
Primary contact: Reassign flagged items
Personal Property
Personal Property Inventory
Team member: General quote items
Team member: See ContentsTrack inventory lists
Team member: Export an inventory to Excel or Xactimate/XactContents
Team member: Create a project through ContentsTrack
Team member: When to submit inventory changes
Team member: Participate in a personal property task
Team member: Who attaches images to an item
Add items to an inventory
Team member: Know about inventory changes
Team member: Find specific inventory items
Team member: Attach files to an item
Team member: Personal Property sheets explained
Team member: Learn where media files were captured
Team member: Submit inventory changes
Team member: Create personal property sheets
Team member: Know items are requested for return
Team member: See clean/storage item details
Team member: Delete an inventory item
Team member: Add replacement inventory items
Team member: Edit replacement items
Team member: View item information
Tasks and Flagged Items
Team member: Filter flagged items
Team member: See flagged item details
Team member: Complete flagged item tasks
Team member: Who flags replacement items
Team member: Reset the flagged item filter
Team member: Know you have a flagged item task
Team member: Track flagged items
Team member: Know if you have a personal property task
Team member: Share a personal property task
Policyholder Preferences
Custom Tasks
Custom Tasks Overview
Assigning and Unassigning tasks
Damage Assessment Automation (DAA)
Submitted Task Information
Additional Living Expenses (ALE)
ALE overview
Team member: Additional living expenses (ALE) explained
Team member: Share and unshare ALE tasks
Team member: Edit the ALE overview
Team member: Expense alerts
Team member: Export expenses
Team member: Policyholders submitting excluded expenses
Additional Mileage
Team member: Additional mileage
Team member: Add additional mileage
Team member: Edit the reimbursement rate
Payments
Team member: Select the payment date
Team member: Delete a payment
Team member: See recorded payments
Team member: Void a payment
Team member: Recorded payment pdf files
Team member: Pay part of what is due
Normal Expenses
Team member: Normal expenses explained
Team member: Select normal expense categories
Team member: Add normal expense amounts
Prevent policyholder changes
Temporary Addresses
Housing Company
Team member: Add housing company
Team member: Edit housing company information
Team member: See previous housing companies
Expense Receipts
Team member: Add additional living expenses
Team member: Edit additional living expenses
Team member: Resend the link to upload receipts
Team member: See if a receipt request was sent
Team member: Cancel the upload receipts link
Team member: Approve an expense
Team member: When policyholders can edit expenses
Team member: Deny an expense
Team member: Mark a housing company expense
Team member: Links to other product documentation
Team Member: Glossary
What's New in ClaimXperience
Team member: ClaimXperience tutorials and training
ClaimXperience Administrator
Accessibility
Administrator: Accessibility link
Administrator: ClaimXperience accessibility statement
Administrator: Scan forms for accessibility
Account Info
Settings
Theming
Administrator: Add your logo to your ClaimXperience website
Administrator: Link your logo to an external website
Administrator: Set your ClaimXperience website color scheme
Collaboration
General Collaboration
Administrator: Hide the Shared Calendar
Administrator: Prevent sending messages within ClaimXperience
Video Collaboration
Administrator: Enable video collaboration options
Administrator: Enable web-based live calls
Administrator: Create a message to display to a live call initiator
Policyholder Collaboration
Services
360Value
Administrator: 360Value®
Administrator: Help options for 360Value® questions
Administrator: Tracking who makes changes
Administrator: 360Value® benefits
Administrator: Setting up a 360Value® contract
Administrator: See if 360Value® is available for an instance
Image Analytics
Administrator: What is the Image Analytics service?
Administrator: How do I know why an image was flagged?
Administrator: What does Image Analytics check?
Administrator: How do I know if images have been flagged?
Administrator: How do I enable Image Analytics?
Hazard Recognition
Administrator: Examples of hazards that Hazard Recognition identifies
Administrator: If you can't enable Hazard Recognition
Administrator: Hazard Recognition results
Administrator: Know if Hazard Recognition has been run
Administrator: Who sees Hazard Recognition scan results
Administrator: If potential hazards are missing or incorrect
Administrator: Use Hazard Recognition
PLNAR
Administrator: Integrated services
Administrator: Aerial Imagery
Project
Resources
Administrator: About resources
Administrator: Assign, edit, and remove resources
Administrator: Add resources to company instances
Administrator: Assign or edit resource rights
Administrator: Resources who haven't responded to invitations
Administrator: Remove resources
Administrator: Edit a team
Administrator: Delete a team
Administrator: Create a team resource
Notifications
Templates
Administrator: Customize notification templates
Administrator: Revert to a default notification template
Administrator: Save copies of project participant emails
Settings
Project email
Signatures
Administrator: Create notification signatures
Administrator: Number of signatures you can create
Administrator: How many signatures do you use
Administrator: Require signatures
Administrator: Edit notification signatures
Administrator: If you don't want to use signatures
Administrator: Delete a signature
Legal
Administrator: Require mobile app users to accept the fraud agreement
Administrator: Track who accepts legal agreements
Administrator: Disable the fraud agreement requirement
Reports
Administrator: Run a report
Administrator: Access a requested report
Administrator: Know if an invoice was processed
Administrator: Access requested invoices
APIs
Administrator: API overview
Administrator: Why use API keys and usernames
Administrator: Who needs the username and API key
Administrator: API offerings and documentation
Administrator: Generate a username and API key?
Administrator: If you forget the API key
Customer Feedback & Satisfaction
Personal Property
Additional Living Expenses (ALE)
Custom Tasks
Custom Tasks Overview
Administrator: Custom tasks assigned information
Administrator: Who assigns tasks
Administrator: See available tasks
Administrator: Set automatic reminders for incomplete tasks
Administrator: Uploaded task files
Administrator: Who sees submitted task information
Custom Tasks Delivery
Administrator: Automated task assignment options
Administrator: Enable custom task triggers
Administrator: Automatic triggers explained
Automation / Damage Assessment Automation (DAA)
Administrator: Enable tasks for DAA
Administrator: Customize DAA messages
Administrator: Know if tasks are DAA enabled
Administrator: How do I set the damage assessment automation (DAA) workflow?
Administrator: When you configure a task for DAA
Administrator: Submitted DAA tasks
Administrator: Configure tasks for assignees to accept or decline estimates
Administrator: Specify auto-generated reports
Administrator: Specify reports to automatically send task assignees
Administrator: Include legal language in pdf files
Administrator: Enable tax jurisdiction automation
Administrator: Automated task assignment information
Administrator: Enable task assignment automation
Forms
Administrator: Create a form
Administrator: Duplicate a form
Administrator: How can I find out what forms are available?
Administrator: See tasks associated with a form
Administrator: Revert to a previous form version
Administrator: Assign a form to a custom task
Administrator: Preview a form
Administrator: See if a form is published
Administrator: See when a form was last published
Administrator: See who last modified a form
Administrator: See when a form was last modified
Administrator: Before adding room-shape questions
Administrator: Delete a form
Administrator: Web Content Accessibility Guidelines- (WCAG-) compliant templates
Administrator: Some best practices to make forms WCAG compliant
Administrator: Web Content Accessibility Guidelines- (WCAG-) compliant forms
Administrator: ClaimXperience trainings courses and tutorials
Links to documentation for other products
Administrator: Glossary
Administrator: Carrier letters
Troubleshooting Guides
Contents Collaboration
Get Started
System requirements for Contents Collaboration
What is Contents Collaboration?
Contents Collaboration: What to do if you can't log in
Collaboration Process
Loss Inventory
Contents Collaboration: Create or edit a loss inventory
Contents Collaboration: Get help building your loss inventory with Claim Rep View
Contents Collaboration: What if I need to add items to my inventory?
Contents Collaboration: How long is my inventory stored?
Information Requests
Submit Receipts
Contents Collaboration tools
Contents Collaboration: Getting help building your inventory
Contents Collaboration: How do I let my claim representative see my inventory?
Contents Collaboration: How do I print a copy of my inventory?
Account Information
Contents Collaboration: View your account information
Contents Collaboration: Access previous claims
Frequently Asked Questions
All Products > ClaimXperience Team Member > Shared Calendar > Team member: Open the shared calendar
Updated
by
Jennifer B.
To open the shared calendar, click Calendar in your General Collaboration menu, or click View Calendar in the Calendar card on your dashboard.