Personal Property Inventory

21 articles

Can I see inventory lists from ContentsTrack?

If an inventory from ContentsTrack has been linked to ClaimXperience and the Personal Property task has been shared with you, you can view ContentsTrack inventory items within ClaimXperience using the Personal Property tab on your dashboard.

Updated 8 months ago by Jennifer B.

Team member: How do I export a personal property inventory to Excel or Xactimate/XactContents?

Follow the steps on this page to download or export an inventory to Excel or Xactimate/XactContents.

Updated 6 months ago by Jennifer B.

How do I create a ClaimXperience project through ContentsTrack?

The Create ClaimXperience project dialog will be prefilled with any available project data from ContentsTrack Enter in any missing information Policyholder and claim number are required 1 After log...

Updated 2 years ago by Jennifer B.

When should I submit changes to a personal property inventory?

If you are adding, editing, or deleting a single item in a personal property inventory you should submit the change as soon as you make it. However, if you are making several changes all at the same…

Updated 5 months ago by Jennifer B.

How do I know if I can participate in a personal property Task?

You are notified when a personal property task is shared with you. For a brief overview, watch the Share a Task video tutorial.

Updated 8 months ago by Jennifer B.

Who can attach an image to a personal property item?

Users with access to Personal Property can attach media to a new or existing personal property item. For a brief overview, watch the Add Items video tutorial.

Updated 2 years ago by Jennifer B.

How do I know if changes have been made to a personal property inventory?

If you are participating in a personal property task, you are notified when changes are made to the personal property inventory.

Updated 8 months ago by Jennifer B.

How do I find a specific item in a personal property inventory?

Click Personal Property in your Tasks. Click Search and filter items [ ] at the top of your dashboard. Enter your search terms. Select the Items displayed option from the drop-down menu.. Click Apply.

Updated 1 year ago by Jennifer B.

How do I add a file attachment to a personal property item?

Follow the steps on this page to add file attachments to personal property items.

Updated 6 months ago by Jennifer B.

What are Personal Property sheets?

Personal Property sheets are documents containing personal property items, their details, and available photos of them. Team members with access to personal property inventories can create these sheets, which are then available as PDFs in the Files tab.

Updated 6 months ago by Jennifer B.

How do I know where a personal property media file attachment was captured?

If the information is available, personal property media file attachments include the GPS location, identifying where the files were captured.

Updated 2 years ago by Jennifer B.

How do I submit changes to a personal property inventory?

Only submit changes at intended intervals and not after every single change. Select Personal Property from the Task menu on your dashboard. Edit the inventory as needed. Click Submit Changes . Clic...

Updated 5 months ago by Jennifer B.

How do I create a Personal Property sheet?

Select Personal Property from the Tasks menu on your dashboard. Click at the top of your Personal Property page. Select Export to open the Export Inventory drawer. Select Create Property Sheet from...

Updated 2 years ago by Jennifer B.

How do I know if a clean/storage item has been requested for return?

Clean/storage items that have been requested for return show a "Requested" status in the CLEAN/STORAGE tab and are also displayed in a separate REQUESTED tab. For a brief overview, watch the Contents…

Updated 2 years ago by Jennifer B.

How do I see personal property clean/storage items?

Click Personal Property from the Tasks menu on your dashboard. Then click the Clean/Storage tab.

Updated 2 years ago by Jennifer B.

How do I see personal property clean/storage item details?

Select Personal Property from the Tasks menu on your dashboard. Click the Clean/Storage tab. Click the item in the inventory that you want to view to open the View Clean/Storage Items drawer. Click...

Updated 2 years ago by Jennifer B.

How do I delete a personal property inventory item?

On your dashboard, select Personal Property from the Tasks menu. Click inventory item you want to delete to open the View Replacement Item drawer. Click . Click . On the verification dialog box, cl...

Updated 2 years ago by Jennifer B.

How do I add replacement items to a personal property inventory?

Select Personal Property from the Task menu on your dashboard. Click to open the Add Replacement Item drawer. Enter information about the item. On the Details tab, enter item details in each field....

Updated 2 years ago by Jennifer B.

How do I edit personal property replacement item details?

Follow these steps to edit personal property item details.

Updated 6 months ago by Jennifer B.

How do I view personal property replacement item information?

Follow these two steps to see replacement item information.

Updated 6 months ago by Jennifer B.

What is a general quote item?

When a user searches for a replacement item and the specific item to replace cannot be found, the closest matching item in the search results, called a general quote item, can be selected in its plac…

Updated 1 year ago by Jennifer B.

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