Working with your policyholder

Policyholder: System requirements for ClaimXperience

Policyholder: Before you can join your claim

Policyholder: Create an Xactware ID

Policyholder: If you can't log in

Policyholder: Add or update your personal information

Policyholder: Change your account password

Policyholder: If you forget your account password

Policyholder: Set your personal preference contact information

Policyholder: Why you should set your claim preferences

Policyholder: Edit your personal preferences

Policyholder: Files overview

Policyholder: View, add, share, and download files

Policyholder: File details

Policyholder: Find and filter files

Policyholder: File labels

Policyholder: Know if you have new messages

Policyholder: Who can see your messages

Policyholder: Messages in canceled claims

Policyholder: Send a message

Policyholder: Reply to a message

Policyholder: You cannot remove messages

Policyholder: Set your level of satisfaction

Policyholder: Update your level of satisfaction

Policyholder: Find your claim team

Policyholder: Find claim team contact information

Policyholder: Live call duration

Policyholder: Live call pictures

Policyholder: Live call videos

Policyholder: No pictures or videos from a live call

Policyholder: The Measure tool explained

Policyholder: See if you can use the Measure tool

Policyholder: Open the Measure tool

Policyholder: If your video collaboration buttons are disabled

Policyholder: Change Measure tool unit of measure

Policyholder: Take measurements using the Measure tool

Policyholder: Take measurement snapshots

Policyholder: Take measurement videos

Policyholder: Marking a wrong point

Policyholder: Exit the Measure tool

Policyholder: Shared calendar overview

Policyholder: Open the shared calendar

Policyholder: See event details

Policyholder: Add a shared calendar event

Policyholder: Edit shared calendar events

Policyholder: Delete shared calendar events

Policyholder: Add a shared calendar event to a personal calendar

Policyholder: Personal property overview

Policyholder: Add, submit, and delete personal property items

Policyholder: Find, filter, and edit personal property items

Policyholder: Flagged personal property items

Policyholder: Cleaned and stored personal property items

Policyholder: Find submitted task information

Policyholder: Who sees submitted task information

Policyholder: Find uploaded submitted task files

Policyholder: Submitted task information pdf

Policyholder: In-app notifications

Policyholder: Notification history

Policyholder: Clear an in-app notification folder

Policyholder: Additional living expenses (ALE)

Policyholder: See an additional living expenses summary

Policyholder: Normal expenses overview

Policyholder: Add normal expenses

Policyholder: Add expenses

Policyholder: Edit expenses

Policyholder: Upload receipts

Policyholder: Add a temporary address

Policyholder: Edit temporary housing information

Policyholder: See a temporary housing history

Policyholder: See housing company information

Policyholder: Additional mileage overview

Policyholder: See expenses included in a payment

Xactware Solutions, Inc. License Agreement (EULA)

Policyholder: Xactware online privacy notice

ClaimXperience Copyright

Verisk’s approach to cybersecurity

Policyholder: Glossary

Policyholder: ClaimXperience help articles and video tutorials

Team member: ClaimXperience system requirements

Team member: Become a project team member

Team member: Remove yourself as a company resource

Team member: Supported file types

Team member: If you are removed from a project

Team member: Become a project's primary contact

Team member: If you forget your account password

Team member: Update your personal info

Team member: Change your account password

Team member: Find your Main File Name (MFN)

Team member: Link a project to an assignment

Team member: Who links a project to an assignment

Team member: Know if you're linked to XactAnalysis

Team member: Link a project to an assignment

Team member: Unlink a project from an assignment

Team member: Create a project from XactAnalysis

Team member: Link a project to an Xactimate instance

Team member: Unlink a project from an Xactimate instance

Team member: Why link a project to an Xactimate instance

Team member: ClaimXperience projects

Team member: Claims Library

Team member: Start a live call

Team member: Missing live call invitations

Team member: Invitees joining live calls

Team member: Take pictures during a live call

Team member: Record videos during a live call

Team member: Know if there are connection problems

Team member: No videos or snapshots from a live call

Team member: Live call duration

Team member: Live call viewers

Team member: Invite viewers to a live call

Team member: Use Viewer Chat

Team member: Remove viewers from a call

Team member: Add a scope

Team member: Delete a scope

Team member: The Measure tool described

Team member: Know if you can use the Measure tool

Team member: Know if your device is AR compatible

Team member: Open the Measure tool

Team member: Disabled video collaboration buttons

Team member: Using the Measure tool?

Team member: Take a snapshot of a measurement

Team member: Take a video of measurements

Team member: Change the Measure tool unit of measure

Team member: If you mark a wrong point

Team member: Exit the Measure tool

Team member: Live call transcriptions and summaries

Team member: Add files

Team member: Share and unshare files

Team member: When someone adds a file

Team member: View files

Team member: What filtering files does

Team member: How to filter files

Team member: How to download project files

Team member: Who can see project files

Team member: See file details

Team member: When and where media is captured

Team member: Take a snapshot of an image

Team member: Information for image snapshots

Team member: Take a snapshot of an uploaded video

Team member: Information for video snapshots

Team member: Create a media sheet

Team member: Remove a file from a project

Team member: Files in archived or complete projects

Team member: Edit a label

Team member: Remove a label

Team member: Delete a label

Team member: Create a label

Team member: Apply a label to a file

Team member: Share or unshare a file label

Team member: Supported file types

Team member: Privacy checks

Team member: Run a privacy check

Team member: Who sees messages

Team member: Send messages

Team member: Receive messages

Team member: Reply to a message

Team member: Messages in complete and archived projects

Team member: In-app notifications

Team member: Choose notifications to see in the portal

Team member: See your Notification History

Team member: Clear your in-app notification folder

Team member: The shared calendar explained

Team member: Open the shared calendar

Team member: See event details

Team member: Add an event

Team member: Edit an event

Team member: Delete an event

Team member: Add a shared calendar event to a personal calendar

Team member: Policyholder feedback

Primary contact: Primary contact actions

Primary contact: Save multiple-message conversations

Primary contact: Assign a task

Primary contact: Change the primary contact

Primary contact: Find a processed invoice

Primary contact: Track who accepts legal terms

Primary contact: Who flags items

Primary contact: Project resources

Primary contact: Add team members

Primary contact: When to hide or unhide team members

Primary contact: Know if team members are visible

Primary contact: Accept a request to join a project

Primary contact: Reject a request to join a project

Primary contact: Remove someone from a project

Primary contact: Grant someone full rights

Primary contact: Revoke someone's full rights to a project

Primary contact: Hide team members

Primary contact: Make hidden team members visible

Primary contact: How hidden team members participate

Primary contact: Removed and re-added team members

Primary contact: Add a resource

Primary contact: Invite a policyholder to a project

Primary contact: Re-send an invitation to the policyholder

Primary contact: Edit policyholder information

Primary contact: Policyholder Preference information

Primary contact: When to edit policyholder preferences

Primary contact: Change policyholder preferences

Primary contact: Start the additional living expenses (ALE) task

Primary contact: Allow policyholder to request return of items

Primary contact: Know if images are flagged

Primary contact: Alerts in an image File details drawer

Primary contact: Why an image is flagged

Primary contact: Hazard Recognition described

Primary contact: Provide feedback about missing or misidentified hazards

Primary contact: Submitting feedback benefits your company

Primary contact: Missing or incorrect potential hazards

Primary contact: Who sees hazard recognition scan results

Primary contact: Know if a hazard recognition check has been run

Primary contact: Submitting feedback benefits your policyholder

Primary contact: Find hazard recognition results

Primary contact: Examples of recognized hazards

Primary contact: Use Verisk RealTwiin™ Characteristics

Primary contact: If you receive the wrong images from RealTwiin™

360Value®

PLNAR

Primary contact: Share and unshare a personal property task

Primary contact: Initiate an inventory

Primary contact: Complete a flagged item task

Primary contact: Filter flagged items

Primary contact: Benefits of flagging items

Primary contact: Alert assignees of flagged items

Primary contact: Assign a flagged item task

Primary contact: Accept changes to flagged items

Primary contact: Reassign flagged items

Team member: General quote items

Team member: See ContentsTrack inventory lists

Team member: Export an inventory to Excel or Xactimate/XactContents

Team member: Create a project through ContentsTrack

Team member: When to submit inventory changes

Team member: Participate in a personal property task

Team member: Who attaches images to an item

Add items to an inventory

Team member: Know about inventory changes

Team member: Find specific inventory items

Team member: Attach files to an item

Team member: Personal Property sheets explained

Team member: Learn where media files were captured

Team member: Submit inventory changes

Team member: Create personal property sheets

Team member: Know items are requested for return

Team member: See clean/storage item details

Team member: Delete an inventory item

Team member: Add replacement inventory items

Team member: Edit replacement items

Team member: View item information

Team member: Filter flagged items

Team member: See flagged item details

Team member: Complete flagged item tasks

Team member: Who flags replacement items

Team member: Reset the flagged item filter

Team member: Know you have a flagged item task

Team member: Track flagged items

Team member: Know if you have a personal property task

Team member: Share a personal property task

Team member: Know when policyholder personal preferences change

Team member: Information in submitted task pdfs

Team member: Unassign tasks

Team member: You can assign custom tasks to yourself

Team member: Who enables tasks for DAA

Team member: Know if a task is enabled for DAA

Team member: Export task information to Xactimate

Team member: Find submitted task information

Team member: Who sees submitted task information

Team member: Submitted task pdf Information

Team member: Security of uploaded videos

Team member: Additional living expenses (ALE) explained

Team member: Share and unshare ALE tasks

Team member: Edit the ALE overview

Team member: Expense alerts

Team member: Export expenses

Team member: Policyholders submitting excluded expenses

Team member: Additional mileage

Team member: Add additional mileage

Team member: Edit the reimbursement rate

Team member: Select the payment date

Team member: Delete a payment

Team member: See recorded payments

Team member: Void a payment

Team member: Recorded payment pdf files

Team member: Pay part of what is due

Team member: Normal expenses explained

Team member: Select normal expense categories

Team member: Add normal expense amounts

Prevent policyholder changes

Team member: Add temporary addresses

Team member: Edit temporary housing information

Team member: Add housing company

Team member: Edit housing company information

Team member: See previous housing companies

Team member: Add additional living expenses

Team member: Edit additional living expenses

Team member: Resend the link to upload receipts

Team member: See if a receipt request was sent

Team member: Cancel the upload receipts link

Team member: Approve an expense

Team member: When policyholders can edit expenses

Team member: Deny an expense

Team member: Mark a housing company expense

Xactware end-user license agreement (EULA)

Xactware privacy notice

ClaimXperience Copyright

Xactware Information Security Frequently Asked Questions

Team member: Links to other product documentation

Team Member: Glossary

What's New in ClaimXperience

Team member: ClaimXperience tutorials and training

Administrator: Accessibility link

Administrator: ClaimXperience accessibility statement

Administrator: Scan forms for accessibility

Administrator: ClaimXperience system requirements

Administrator: Update your personal information

Administrator: If you can't log in

Administrator: Change your account password

Administrator: If you forget your account password

Administrator: Instance Information

Administrator: Why is my project inactive?

Administrator: Reactivating a project

Administrator: Activities that reactivate an instance

Administrator: Inactive instances and billing

Administrator: When inactive projects are reactivated

Administrator: Reactivation fee

Administrator: Add your logo to your ClaimXperience website

Administrator: Link your logo to an external website

Administrator: Set your ClaimXperience website color scheme

Administrator: Hide the Shared Calendar

Administrator: Prevent sending messages within ClaimXperience

Administrator: Enable video collaboration options

Administrator: Enable web-based live calls

Administrator: Create a message to display to a live call initiator

Administrator: Hide policyholder preferences

Administrator: Collaboration options to enable

Administrator: Prevent sending policyholder invitations

Administrator: 360Value®

Administrator: Help options for 360Value® questions

Administrator: Tracking who makes changes

Administrator: 360Value® benefits

Administrator: Setting up a 360Value® contract

Administrator: See if 360Value® is available for an instance

Administrator: What is RealTwiin™ Characteristics?

Administrator: Enable or disable RealTwiin™ Characteristics

Administrator: Automate RealTwiin Characteristics with project creation

Administrator: What is the Image Analytics service?

Administrator: How do I know why an image was flagged?

Administrator: What does Image Analytics check?

Administrator: How do I know if images have been flagged?

Administrator: How do I enable Image Analytics?

Administrator: Examples of hazards that Hazard Recognition identifies

Administrator: If you can't enable Hazard Recognition

Administrator: Hazard Recognition results

Administrator: Know if Hazard Recognition has been run

Administrator: Who sees Hazard Recognition scan results

Administrator: If potential hazards are missing or incorrect

Administrator: Use Hazard Recognition

PLNAR

Administrator: Integrated services

Administrator: Aerial Imagery

Administrator: Setting default primary contacts for projects auto-created through XactAnalysis?

Administrator: Resources overview

Administrator: Add resources to company instances

Administrator: Assign or edit resource rights

Administrator: Resources who haven't responded to invitations

Administrator: Remove resources

Administrator: Edit a team

Administrator: Delete a team

Administrator: Why use team resources

Administrator: Create a team resource

Administrator: Customize notification templates

Administrator: Revert to a default notification template

Administrator: Save copies of project participant emails

Administrator: Project emails

Administrator: Create notification signatures

Administrator: Number of signatures you can create

Administrator: How many signatures do you use

Administrator: Require signatures

Administrator: Edit notification signatures

Administrator: If you don't want to use signatures

Administrator: Delete a signature

Administrator: Require mobile app users to accept the fraud agreement

Administrator: Track who accepts legal agreements

Administrator: Disable the fraud agreement requirement

Administrator: Run a report

Administrator: Access a requested report

Administrator: Know if an invoice was processed

Administrator: Access requested invoices

Administrator: API overview

Administrator: Why use API keys and usernames

Administrator: Who needs the username and API key

Administrator: API offerings and documentation

Administrator: Generate a username and API key?

Administrator: If you forget the API key

Administrator: Enable the Current Satisfaction feature

Administrator: Enable adding replacement items

Administrator: Enable additional living expenses

Administrator: Additional living expense categories

Administrator: Set alert amounts

Administrator: Calculating payments

Administrator: Custom tasks assigned information

Administrator: Who assigns tasks

Administrator: See available tasks

Administrator: Set automatic reminders for incomplete tasks

Administrator: Uploaded task files

Administrator: Who sees submitted task information

Administrator: Automated task assignment options

Administrator: Enable custom task triggers

Administrator: Automatic triggers explained

Administrator: Enable tasks for DAA

Administrator: Customize DAA messages

Administrator: Know if tasks are DAA enabled

Administrator: How do I set the damage assessment automation (DAA) workflow?

Administrator: When you configure a task for DAA

Administrator: Submitted DAA tasks

Administrator: Configure tasks for assignees to accept or decline estimates

Administrator: Specify auto-generated reports

Administrator: Specify reports to automatically send task assignees

Administrator: Include legal language in pdf files

Administrator: Enable tax jurisdiction automation

Administrator: Automated task assignment information

Administrator: Enable task assignment automation

Administrator: Create a form

Administrator: Duplicate a form

Administrator: How can I find out what forms are available?

Administrator: See tasks associated with a form

Administrator: Revert to a previous form version

Administrator: Assign a form to a custom task

Administrator: Preview a form

Administrator: See if a form is published

Administrator: See when a form was last published

Administrator: See who last modified a form

Administrator: See when a form was last modified

Administrator: Before adding room-shape questions

Administrator: Delete a form

Administrator: Web Content Accessibility Guidelines- (WCAG-) compliant templates

Administrator: Some best practices to make forms WCAG compliant

Administrator: Web Content Accessibility Guidelines- (WCAG-) compliant forms

Xactware end-user license agreement (EULA)

Privacy notice

ClaimXperience Copyright

Xactware Information Security Frequently Asked Questions

Administrator: ClaimXperience trainings courses and tutorials

Links to documentation for other products

Administrator: Glossary

Help articles for OneXperience mobile app users

Video Collaboration Live Call Issues

System requirements for Contents Collaboration

What is Contents Collaboration?

Contents Collaboration: What to do if you can't log in

The Contents Collaboration process

Contents Collaboration: Create or edit a loss inventory

Contents Collaboration: Get help building your loss inventory with Claim Rep View

Contents Collaboration: What if I need to add items to my inventory?

Contents Collaboration: How long is my inventory stored?

Contents Collaboration: What do I do if I receive an information request?

Contents Collaboration: How do I submit my receipts?

Contents Collaboration: Getting help building your inventory

Contents Collaboration: How do I let my claim representative see my inventory?

Contents Collaboration: How do I print a copy of my inventory?

Contents Collaboration: View your account information

Contents Collaboration: Access previous claims

Is Contents Collaboration mobile-friendly?

Contents Collaboration: Is my information safe?

All Products > ClaimXperience Team Member > Primary Contact > Working with your policyholder

8 articles

Primary contact: Invite a policyholder to a project

Click on the project in your Claims Library. Click to open the Policyholder Invite drawer. Enter your policyholder’s contact information. Click Send .