ClaimXperience administrator helps index

Updated 2 months ago by Jennifer B.

About ClaimXperience
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Account information
Details
Theming
How do I add my company's logo to my company's ClaimXperience-hosted website?
How do I link my company logo to my company's external website?
How do I set the color scheme for my company's ClaimXperience-hosted site?

Collaboration
General collaboration
How do I hide the Shared Calendar feature?
How do I prevent project participants from sending messages through ClaimXperience?

Video collaboration
How do I choose the video collaboration options that project participants can use?
How do I let policyholders and team members access live calls via the web?

Policyholder collaboration
How do I hide the Policyholder Preferences feature?
What options can I make available to policyholders and team members?
How do I prevent policyholders from being invited to a ClaimXperience project?

Services
What are services?

360Value
What is 360Value?
If customers have 360Value-specific questions, what are their help options?
How do I track who made a version change?
How does 360Value benefit me?
Do a customer's profile settings and custom dev appear and function the same way they do in 360Value?
Who do I contact to set up a 360Value contract?
How do I have 360Value set up for me to use in my ClaimXperience instance?

RealTwiin Characteristics
What is RealTwiin Characteristics?
How do I enable or disable RealTwiin Characteristics?
How do I automate using RealTwiin Characteristics with the creation of a project?

Image Analytics
What is the Image Analytics service?
What does Image Analytics check?
How do I enable Image Analytics?

How do I know if images have been flagged?
How do I know why an image was flagged?

How do I use the Hazard Recognition feature?
Why can't I turn on the hazard recognition feature in the Settings module?
How do I know if a hazard recognition check has been run?
Who gets to see hazard recognition scan results?
Where do I find hazard recognition results?

How do I know if potential hazards are missing or incorrect?
Projects
Resources
Notifications
Legal
Reports
APIs
Customer feedback and satisfaction
Personal property
Additional Living Expenses (ALE)
Custom tasks
Custom tasks overview
What information is available in the Custom tasks assigned tab?
Who can assign a task?
How do I see available tasks?
How do I set up automatic reminders to be sent when a task assignee doesn't complete a task?
Where do I find files uploaded as part of a task?
Who can see submitted task information?

Custom task delivery
What options are there for task assignment automation?
How do I enable a trigger?
What is an automation trigger?

Damage Assessment Automation (DAA)
How do I enable a task for damage assessment automation (DAA)?
How do I customize damage assessment automation (DAA) messages?
How do I know if a task is enabled for damage assessment automation (DAA)?
How do a set the damage assessment automation (DAA) workflow?
What happens when I configure a task for damage assessment automation (DAA)?
What happens when a damage assessment automation (DAA) task is submitted?
How do I configure a task to allow the task assignee to accept or decline the displayed estimate net claim amount?
How do I specify which reports should be auto-generated?
How do I specify which reports should automatically be shared with the task assignee?
What is automated task assignment?
How do I enable task assignment automation for a task?
Forms
How do I create a form?
How do I duplicate forms?
How can I find out what forms are available?
When do I see what task is associated with a form?
How do I revert to the previous version of a form?
How do I assign a form to a custom task?
How do I preview a form?
How do I see if a form is published?
How do I see when the form was last published?
How do I see when the form was last modified?
What do I need to know about adding a room shape question to a form?
How do I delete a form?

Web Content Accessibility Guidelines (WCAG) compliance
Are any form templates already Web Content Accessibility Guidelines- (WCAG-) compliant?
What are some of the best practices to use to make forms Web Content Accessibility Guidelines- (WCAG-) compliant?
What does it mean when a form is compliant with Web Content Accessibility Guidelines (WCAG)?


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