All Products > ClaimXperience Team Member > Files
17 articles
Share while adding files Option 1 Click ADD FILES in your Welcome! card ad the top of your dashboard. Select the claim participants with whom you want to share the file. Use to add videos and images.…
Updated 1 hour ago by Jennifer B.
Option 1 Click ADD FILES in your Welcome! card on your dashboard. Select the claim participants with whom you want to share the file. Use to add files. Add a description of your video or image. (opti…
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 1 month ago by Jennifer B.
Click Files in your General Collaboration menu. Click on 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.
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…
The default filter setting is ALL, displaying all files in the project. Click Files in your General Collaboration menu. Click the filter option you would like to use. Filter options are AUDIO, DOCUME…
Option 1: Download a single file Click Files in your General Collaboration menu. Click on the file you want to download. Select Download. Option 2: Download multiple files Click Files in your General…
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. For a brief overview of working with project files, watch the Files video tutorial.
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 on the video you want to view. Find the section of the video where you want to take a snapshot. Click. Click. Enter a description of the image. (…
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 image you want a snapshot of to open it. Click. Click and drag to move to the location where you want to take the snapshot. Click. Add a d…
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 a pdf. Option 1 Click Files in your General Collaboration menu. Click. Click Create Media Sheet. Click at the top of the images you want t…
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.
