All Products > ClaimXperience Team Member > Link to XactAnalysis and Xactimate
10 articles
Log into XactAnalysis. Search for and open the assignment. Look at the URL. The XactAnalysis ID is the seven-character ID immediately following the “ddid=” in the URL.
Updated 8 months ago by Jennifer B.
When projects and assignments are linked, shared content in the project is viewable within the XactAnalysis assignment, if the file types are supported by XactAnalysis. Messages sent from a ClaimXper…
Team members can link claim content shared by or with them from a ClaimXperience project to their own XactAnalysis assignment.
Option 1 Click Team Members in your Main menu. Click the vertical ellipsis [ ] on your contact card. Option 2 Click View all in the Team Members card on your dashboard. Click the vertical ellipsis […
Updated 3 months ago by Jennifer B.
The policy and claim numbers tied to this claim must match the XactAnalysis ID you enter to successfully link. Option 1 Click Team Members in your Main menu. Click Team member actions [ ] on your con…
Updated 2 months ago by Jennifer B.
Any previously linked content will still be visible within XactAnalysis, but once unlinked no new content will be sent. Option 1 Click Team Members in the Main menu on your dashboard. Click the verti…
Log in to XactAnalysis . Find the assignment for which you want to create the ClaimXperience project. Click Open ClaimXperience to open the Create a New ClaimXperience Project dialog box. ClaimXper...
ClaimXperience projects created via Xactimate are automatically linked. Option 1 Click Team Members in your Main menu. Click Team member actions [ ] on your contact card. Select Link to Xactimate. Se…
Option 1 Click Team Members in your Main menu. . Click Team member actions [vertical ellipsis button] on your contact card. . Select View Xactimate link. . Click Unlink. . Click UNLINK in the Unlink…
Once linked, ClaimXperience users can View the linked Xactimate project.. Unlink from Xactimate.. Share.jpg,.jpeg, and.png file types with Xactimate.. Share snapshots of videos, images, and pdfs at t…
