Files

22 articles

What types of files can I upload to my claim?

You can upload the following file types: ...

Updated 2 weeks ago by Jennifer B.

How do I add files to my claim?

From your dashboard Click Add files in the Welcome card on your dashboard. Select the recipients with whom you want to share the files. Add files using No file chosen [ ]. Add a description to the fi…

Updated 5 months ago by Jennifer B.

Who gets to see files in my project?

Your insurance company has access to all of the information you share using ClaimXperience. Anyone else working on your project can only view the information shared with them.

Updated 8 months ago by Jennifer B.

How do I see the files in my claim?

Click Files in your General Collaboration menu. Click a file for a larger view or to see its description.

Updated 5 months ago by Jennifer B.

How do I see the details of a file?

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.

Updated 4 months ago by Jennifer B.

What does filtering files do?

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 8 months ago by Jennifer B.

How do I filter files?

Click Files in your General Collaboration menu. Click Filters: default selections [ ]. Click the filter options you would like to use. For a brief overview of working with project files, watch the Fi…

Updated 5 months ago by Jennifer B.

How do I share files?

Share a file while uploading it Option 1 Click Add files in the Welcome card on your dashboard. Select the project participants with whom you want to share the file. Add files using No files chosen […

Updated 5 months ago by Jennifer B.

How do I download files?

Option 1 Select Files in your General Collaboration menu. On the file you want to download, click Open file options menu [ ]. Select Download. Option 2 Select Files in your General Collaboration menu…

Updated 5 months ago by Jennifer B.

How do I create a label?

Click Files in your General Collaboration menu. Click Labels [ ] below your name. Select Add label. Enter the Label name. Select a team member with whom to share the label. (optional). Click Create.

Updated 5 months ago by Jennifer B.

How do I apply a label to a file?

Click Files in your General Collaboration menu. On the file you want to add a label, click Open file options menu [ ]. Select Labels. Select the label you want to apply. Enter the Label name.

Updated 4 months ago by Jennifer B.

How do I share or unshare a file label?

To share when creating a label Click Files in your General Collaboration menu. Click Labels [ ] in the toolbox below your name. Select Add label. Enter the label name. Select the recipients with whom…

Updated 4 months ago by Jennifer B.

How do I edit a label?

Click Files in your General Collaboration menu. Select Labels [ ] from the toolbox below your name. Select Edit labels. Click Select to edit the label name [ ] on the label you want to edit. Enter th…

Updated 4 months ago by Jennifer B.

How do I remove a label from a file?

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

Updated 4 months ago by Jennifer B.

How do I 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 5 months ago by Jennifer B.

How do I take a snapshot of a video while I'm watching it?

Click Files in your General Collaboration menu. Click 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 a d…

Updated 5 months ago by Jennifer B.

What information is included with snapshots taken from videos?

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

Updated 8 months ago by Jennifer B.

How do I take a snapshot of an image while I’m looking at 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 5 months ago by Jennifer B.

What information is included with snapshots taken from photos?

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

Updated 8 months ago by Jennifer B.

How do I know when and where claim media was captured?

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

Updated 8 months ago by Jennifer B.

How do I know when someone adds a file to my claim?

You are notified when files are uploaded and shared with you.

Updated 5 months ago by Jennifer B.

What happens to the files in my claim if it is marked complete or archived?

Nothing. All files stay with the project.

Updated 8 months ago by Jennifer B.

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