ClaimXperience administrator helps index
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About ClaimXperience
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Account information
Instance information
Instance information
Automatically inactivated projects
I didn't change the status of my project. Why is it inactive?
How do I reactivate a project?
What kinds of activity will reactivate and instance?
Am I billed for inactive instances?
What happens when an inactive project is reactivated?
What is a reactivation fee?
Instance information
Automatically inactivated projects
I didn't change the status of my project. Why is it inactive?
How do I reactivate a project?
What kinds of activity will reactivate and instance?
Am I billed for inactive instances?
What happens when an inactive project is reactivated?
What is a reactivation fee?
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?
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?
Resources
What are resources?
How do I add resources to my company instance?
What are teams and why should I use them?
How do I create a team resource?
How do I edit a team?
How do I delete a team?
How do I assign or edit resource roles?
How do I know which resources haven't responded to their invitations?
How do I remove a resource?
How do I add resources to my company instance?
What are teams and why should I use them?
How do I create a team resource?
How do I edit a team?
How do I delete a team?
How do I assign or edit resource roles?
How do I know which resources haven't responded to their invitations?
How do I remove a resource?
Notifications
Templates
How do I customize a notification template?
How do I revert to a default notification template?
How do I save copies of emails sent to project participants?
Services
Project email - Coming soon!
Signatures
How do I create a notification signature?
How many signatures can I create?
How many signatures can be used for a project?
How do I require signatures on notifications?
How do I edit signatures?
What happens if I don't want to use a signature?
How do I delete a signature?
How do I customize a notification template?
How do I revert to a default notification template?
How do I save copies of emails sent to project participants?
Services
Project email - Coming soon!
Signatures
How do I create a notification signature?
How many signatures can I create?
How many signatures can be used for a project?
How do I require signatures on notifications?
How do I edit signatures?
What happens if I don't want to use a signature?
How do I delete a signature?
Legal
Reports
APIs
Customer feedback and satisfaction
Personal property
How do I allow team members and policyholders to add replacement inventory items?
Personal property searches - coming soon!
XactContents integration - coming soon!
Personal property searches - coming soon!
XactContents integration - coming soon!
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?
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)?
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)?
