Team member: How do I create a project?
Updated 6 months ago
by
Jennifer B.
If a project hasn’t been created yet, you can create one starting from ClaimXperience, XactAnalysis, Xactimate, or ContentsTrack as follows. You cannot create a ClaimXperience project if one with the same claim number and policyholder already exists.
Subdomains can now include hyphens provided the hyphen is not used as the first or last character of the subdomain.
You can use the Invite Policyholder to ClaimXperience option when you create a project, but you should only do so if you want to invite the policyholder to create an account in ClaimXperience and have access to their claim immediately. This should NOT be used if you only intend to perform a video collaboration.
In ClaimXperience
- Log in to ClaimXperience.
- Select Create a new project.
- Enter the project information in the Create a new project drawer.
- Select Create.
From XactAnalysis
- Log in to XactAnalysis.
- Open your assignment.
- Click Select an action.
- Select Open ClaimXperience.
- Click Go.
- Confirm the project information in the ClaimXperience Create a new project drawer.The information is provided by the XactAnalysis assignment. You can add and edit the information as needed.
- Click Create.
From Xactimate
- Log in to Xactimate.
- Open your project.
- Select Tools from your side menu.
- Select Video Collaboration.
- Confirm the project information displayed in the ClaimXperience Create a new project drawer.The information is provided by the XactAnalysis assignment. You can add and edit the information as needed.
- Click Create.
From ContentsTrack
- Log in to ContentsTrack.
- Open your job.
- Select Inventory from your side menu.
- Click Customer Portal under your name.
- Confirm the project information displayed in the ClaimXperience Create a new project drawer.The information is provided by the XactAnalysis assignment. You can add and edit the information as needed.
- Click Create.