Files

22 articles

Policyholder: What types of files can I upload to my claim?

Open this page to see what file types you can upload to your claim.

Updated 2 months ago by Jennifer B.

Policyholder: Who gets to see files in my project?

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

Updated 2 months ago by Jennifer B.

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

Nothing. All files stay with the project.

Updated 2 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 2 years ago by Jennifer B.

How do I add files to my claim?

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

Updated 2 months ago by Jennifer B.

Policyholder: How do I download files?

Follow the steps on this page to download files.

Updated 2 months ago by Jennifer B.

How do I share files?

Follow these instructions to share files.

Updated 2 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 2 years 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 2 years 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 10 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 2 years 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 10 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 2 years 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 2 years 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 2 years ago by Jennifer B.

How do I 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 li…

Updated 5 months ago by Jennifer B.

Create labels

Select Files from your General Collaboration menu. Select Labels [ ] from the row below your name. Select Add label. Enter the label name. Choose the team member with whom to share the label. (option…

Updated 6 months ago by Jennifer B.

Apply a label to a file

Select Files from your General Collaboration menu. Select Open file options menu [ ] for the file to which you want to add a label. Select Labels. Select the check box for the label you want to apply…

Updated 6 months ago by Jennifer B.

Share or unshare file labels

Share a label when creating it. Select Files from your General Collaboration menu. Select Labels [ ] from the row below your name. Select Add label. Enter the label name. Choose the recipient with wh…

Updated 6 months ago by Jennifer B.

Edit a label

Select Files from your General Collaboration menu. Select Labels from the row below your name. Select Edit labels. Choose Select to edit the label name for the label you want to edit. Enter the new l…

Updated 6 months ago by Jennifer B.

Remove a label from a file

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

Updated 6 months ago by Jennifer B.

Delete a label

Select Files from your General Collaboration menu. Select Labels [ ] from the row below your name. Select Edit labels. Select This will delete the label on the card of the label you want to delete. C…

Updated 6 months ago by Jennifer B.

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