Files

26 articles

Team member: How to add files to a claim

Follow the steps on this page to add files to your claim.

Updated 6 months ago by Jennifer B.

Team member: Share and unshare files

Share while adding files Option 1 Click Add files in your Welcome card. Select the claim participants with whom you want to share the file. Add files using No files chosen ( ). Add a description of t…

Updated 6 months ago by Jennifer B.

Team member: How to know when someone adds a file to a project

You are notified when files are uploaded and shared with you. For a brief overview of working with project files, watch the Files video tutorial.

Updated 6 months ago by Jennifer B.

Team member: View files

Click Files in your General Collaboration menu. Click a file for a larger view or to see its description. For a brief overview of working with project files, watch the Files video tutorial.

Updated 6 months ago by Jennifer B.

Team member: What filtering files does

When you use the filter files option, you select only those types of files you want to see. This reduces the number of files that are displayed, which makes it easier to find the file you need. For a…

Updated 6 months ago by Jennifer B.

Team member: How to filter files

Click Files in your General Collaboration menu. Select Filters: default selections from the toolbox under your name. Select the filter options you want to use. Click outside the filter options list t…

Updated 6 months ago by Jennifer B.

Team member: How to download project files

Download a single file Click Files in your General Collaboration menu. Click Open file options menu [ ] on the file you want to download. Select Download. Download multiple files Click Files in your…

Updated 6 months ago by Jennifer B.

Team member: Who can see project files

Your insurance company has access to all files that are added to a project. Other team members and the policyholder can only view the files that are shared with them. Files that are converted to pdfs…

Updated 6 months ago by Jennifer B.

Team member: How to see file details

Click Files in your General Collaboration menu. Click the file with details you want to view. Information about the file is displayed in the File Details drawer. For a brief overview of working with…

Updated 6 months ago by Jennifer B.

Team member: Know when and where media was captured

Availability of this information depends on the settings of the device capturing the image or video. If the media file contains metadata, it will automatically be visible for that file in the File De…

Updated 6 months ago by Jennifer B.

Team member: How to take a snapshot of an image while viewing it

Click Files in your General Collaboration menu. Click the image you want a snapshot of. Click Zoom in [ ]. Use the Click-and-drag hand icon [ ] to move to the location where you want to take the snap…

Updated 6 months ago by Jennifer B.

Team member: Information included with snapshots taken from images

Details of snapshots taken from photos include: The Upload Method, including the file name of the original image. The Posted By time stamp, which provides the date your snapshot was taken.

Updated 6 months ago by Jennifer B.

Team member: Capture a snapshot from an uploaded video while watching it

Click Files in your General Collaboration menu. Click on the video you want to view. Find the section of the video where you want to take a snapshot. Click Pause [ ]. Click Video snapshot [ ]. Enter…

Updated 6 months ago by Jennifer B.

Team member: Information included with snapshots taken from videos

Details of the snapshots taken from videos include: The Upload Method, which provides the video snapshot and a URL to the moment in the video the snapshot was taken. The Posted By date, which provide…

Updated 6 months ago by Jennifer B.

Team member: How to create a media sheet

Once created, media sheets are available in the Files tab as pdfs. Option 1 Click Files in your General Collaboration menu. Click Create media sheet with all image and video files [ ]. Enter the medi…

Updated 6 months ago by Jennifer B.

Team member: How to remove a file from a project

Follow the steps on this page to delete a file from a project.

Updated 6 months ago by Jennifer B.

Team member: What happens to files when a project is archived or marked complete

Nothing. All files stay with the project.

Updated 6 months ago by Jennifer B.

Team member: How to I edit a label

Click Files in your General Collaboration menu. Click Labels [ ] in the toolbox under your name. Select Edit labels. Click Select to edit the label name [ ]. Enter the new label name. Click Save.

Updated 6 months ago by Jennifer B.

Team member: How to remove a label from a file

Option 1 Click Files in your General Collaboration menu. Click Open file options menu [ ] on the file tile you want to remove the label from. Select Labels. Click the checkbox of the label you want t…

Updated 6 months ago by Jennifer B.

Team member: How to delete a label

To delete a label, Click Files in your General Collaboration menu. Click Labels [ ] in the toolbox below your name. Select Edit labels. Click This will delete the label [ ] on the card of the label y…

Updated 6 months ago by Jennifer B.

Team member: How to create a label

Option 1 Click Files in your Main menu. Click Labels [ ] in the toolbox below your name. Select Add label. Enter the Label name. Select a team member with whom to share the label. (optional). Click C…

Updated 6 months ago by Jennifer B.

Team member: How to apply a label to a file

When creating the label Click Files in your Main menu. Click the checkboxes of the file tiles you want to apply the new label to. Click Labels [ ] in the toolbox below your name. Select Add label. En…

Updated 6 months ago by Jennifer B.

Team member: How to share or unshare a file label

To share when creating a label Click Files in your General Collaboration menu. Click Files in your Main menu. Click the checkboxes of the file tiles you want to apply the new label to. Click Labels […

Updated 6 months ago by Jennifer B.

Team member: Types of files you can upload

You can upload the file types listed on this page to ClaimXperience.

Updated 6 months ago by Jennifer B.

Team member: What a privacy check does

The Privacy Check feature is a service that analyzes images and can blur text and faces to maintain the privacy of the customer.

Updated 6 months ago by Jennifer B.

Team member: How to run a privacy check

When uploading a file. Option 1 Select Add files in the Welcome card on your dashboard. Select the recipients with whom you want to share the file. Select one or both privacy check types. Upload the…

Updated 6 months ago by Jennifer B.

Powered by HelpDocs (opens in a new tab)