All Products > ClaimXperience Team Member > Files
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Option 1 Click Add files in the Welcome card on your dashboard. Select the claim participants with whom you want to share the file. Use No file chosen ( ) to add files. Add a description of the file.…
Updated 1 week ago by Jennifer B.
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 3 weeks ago by Jennifer B.
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 8 months ago by Jennifer B.
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 5 months ago by Jennifer B.
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…
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.
Updated 4 months ago by Jennifer B.
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…
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…
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…
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…
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…
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.
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…
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…
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 with all image and video files [ ]. Enter the…
You cannot remove files from a project. If inappropriate or confidential information is uploaded, contact your manager or the eService Center for support.
Nothing. All files stay with the project.
Updated 7 months ago by Jennifer B.
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.
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…
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…
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…
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…
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 […
You can upload the following file types: Audio:.mp3,.ogg,.wav. Documents:.cxv,.doc,.docx,.eml,.esx,.msg,.pdf,.xls,.xlsx. Images:.bmp,.jpeg,.jpg,.png,.zip. Videos:.3gp, 3gpp,.avi,.gif,.m4a,.m4v,.mov,.…
