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Getting started in ClaimXperience

About ClaimXperience®

Accounts and account IDs

Account passwords and logging in

ClaimXperience Policyholder

Additional Living Expenses (ALE)

ALE Overview

Policyholder: Additional living expenses (ALE)

Policyholder: See an additional living expenses summary

Normal Expenses

Policyholder: Normal expenses overview

Policyholder: Add normal expenses

Expense Receipts

Policyholder: Add expenses

Policyholder: Edit expenses

Policyholder: Upload receipts

Housing Company

Policyholder: Add a temporary address

Policyholder: Edit temporary housing information

Policyholder: See a temporary housing history

Policyholder: See housing company information

Additional Mileage

Policyholder: Additional mileage overview

Payment

Policyholder: See expenses included in a payment

Files

Policyholder: Files overview

Policyholder: View, add, share, and download files

Policyholder: File details

Policyholder: Find and filter files

Policyholder: File labels

In-app Notifications

Policyholder: In-app notifications

Messages

Policyholder: Messages overview

Policyholder: Send and reply to a message

My Claim Team

Policyholder: Your claim team

My Tasks

Policyholder: Tasks

Personal Preferences

Policyholder: Personal preferences

Personal Property

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

Satisfaction & Feedback

Policyholder: Satisfaction and feedback

Shared Calendar

Policyholder: Shared calendar

Video Collaboration

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: Glossary

Policyholder: ClaimXperience help articles and video tutorials

ClaimXperience Team Member

Get Started

Using ClaimXperience

Team member: Become a project team member

Team member: Remove yourself as a company resource

Team member: If you are removed from a project

Team member: Become a project's primary contact

Additional Living Expenses (ALE)

ALE overview

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

Additional Mileage

Team member: Additional mileage

Team member: Add additional mileage

Team member: Edit the reimbursement rate

Payments

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

Normal Expenses

Team member: Normal expenses explained

Team member: Select normal expense categories

Team member: Add normal expense amounts

Prevent policyholder changes

Temporary Addresses

Team member: Add temporary addresses

Team member: Edit temporary housing information

Housing Company

Team member: Add housing company

Team member: Edit housing company information

Team member: See previous housing companies

Expense Receipts

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

Custom Tasks

Custom Tasks Overview

Team member: Information in submitted task pdfs

Assigning and Unassigning tasks

Team member: Unassign tasks

Team member: You can assign custom tasks to yourself

Damage Assessment Automation (DAA)

Team member: Who enables tasks for DAA

Team member: Know if a task is enabled for DAA

Submitted Task Information

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

Feedback & Satisfaction

Team member: Policyholder feedback

Files

Team member: Who can see project files

Team member: When someone adds a file

Team member: Files in archived or complete projects

Team member: View files

Team member: Add files

Team member: Share and unshare files

Team member: How to download project files

Team member: Remove a file from a project

Team member: Information for image snapshots

Team member: See file details

Team member: When and where media is captured

Team member: Take a snapshot of an image

Team member: Take a snapshot of an uploaded video

Team member: Information for video snapshots

Team member: Search for, sort, and filter files

Team member: What filtering files does

Team member: How to filter files

Team member: Create a label

Team member: Apply a label to a file

Team member: Edit a label

Team member: Remove a label

Team member: Delete a label

Team member: Share or unshare a file label

Team member: Create a media sheet

Team member: Privacy checks

Team member: Run a privacy check

In-app Notifications

Team member: In-app notifications

Link to XactAnalysis and Xactimate

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 to and unlink from an Xactimate instance

Team member: Why link a project to an Xactimate instance

Messages

Team member: Messages overview

Team member: Send and reply to a message

Personal Property

Personal Property Inventory

Team member: Participate in a personal property task

Team member: Know about inventory changes

Team member: General quote items

Team member: Attach files to an item

Team member: View item information

Team member: Who attaches images to an item

Team member: When to submit inventory changes

Team member: Submit inventory changes

Team member: Delete an inventory item

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

Team member: See ContentsTrack inventory lists

Team member: Create a project through ContentsTrack

Team member: See clean/storage item details

Team member: Know if items are requested for return

Team member: Find specific inventory items

Team member: Edit replacement items

Team member: Personal Property sheets explained

Team member: Create personal property sheets

Team member: Learn where media files were captured

Tasks and Flagged Items

Team member: Share a personal property task

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

Policyholder Preferences

Team member: Know when policyholder personal preferences change

Primary Contact

The role of primary contact

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

Working with team members

Primary contact: Resources and team members

Primary contact: Project resources

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

Working with your policyholder

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

Services

Image Analytics

Primary contact: Know if images are flagged

Primary contact: Alerts in an image File details drawer

Primary contact: Why an image is flagged

Hazard Recognition

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

360Value®

PLNAR

Personal Property

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

Projects & Claims Library

Team member: ClaimXperience projects

Team member: Claims Library

Shared Calendar

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

Video Collaboration

Team member: Live call duration

Team member: Missing live call invitations

Team member: Know if there are connection problems

Team member: Live call transcriptions and summaries

Team member: Start a live call

Team member: Invitees joining live calls

Team member: Take pictures during a live call

Team member: Record videos during a live call

Team member: No videos or snapshots from a live call

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: Links to other product documentation

Team Member: Glossary

What's New in ClaimXperience

Team member: ClaimXperience tutorials and training

ClaimXperience Administrator

Accessibility

Administrator: Accessibility link

Administrator: ClaimXperience accessibility statement

Administrator: Scan forms for accessibility

Account Info

Instance Information

Administrator: Instance Information

Automatically Inactivated Projects

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

Additional Living Expenses (ALE)

Settings

Administrator: Enable additional living expenses

Categories

Administrator: Additional living expense categories

Administrator: Set alert amounts

Payments

Administrator: Calculating payments

APIs

Administrator: API overview

Administrator: Why use API keys and usernames

Administrator: Who needs the username and API key

Administrator: API offerings and documentation

Administrator: If you forget the API key

Custom Tasks

Custom Tasks Overview

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

Custom Tasks Delivery

Administrator: Automated task assignment options

Administrator: Enable custom task triggers

Administrator: Automatic triggers explained

Automation / Damage Assessment Automation (DAA)

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

Customer Feedback & Satisfaction

Administrator: Enable the Current Satisfaction feature

Forms

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

Administrator: See if a form is published

Administrator: See when a form was last published

Administrator: See tasks associated with a form

Administrator: See when a form was last modified

Administrator: See who last modified a form

Administrator: Create a form

Administrator: Before adding room-shape questions

Administrator: Assign a form to a custom task

Administrator: Duplicate a form

Administrator: Revert to a previous form version

Administrator: Preview a form

Administrator: Delete a form

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

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

Administrator: Some best practices to make forms WCAG compliant

Legal

Administrator: Require mobile app users to accept the fraud agreement

Administrator: Track who accepts legal agreements

Administrator: Disable the fraud agreement requirement

Notifications

Templates

Administrator: Customize notification templates

Administrator: Revert to a default notification template

Administrator: Save copies of project participant emails

Settings

Project email

Administrator: Project emails

Signatures

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

Personal Property

Administrator: Enable adding replacement items

Reports

Administrator: Reports

Administrator: Access a requested report

Administrator: Know if an invoice was processed

Administrator: Access requested invoices

Resources

Administrator: About resources

Administrator: Assign, edit, and remove resources

Settings

Theming

Administrator: Add your logo to your ClaimXperience website

Administrator: Link your logo to an external website

Administrator: Set your ClaimXperience website color scheme

Collaboration

General Collaboration

Administrator: Hide the Shared Calendar

Administrator: Prevent sending messages within ClaimXperience

Video Collaboration

Administrator: Enable video collaboration options

Administrator: Enable web-based live calls

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

Policyholder Collaboration

Administrator: Hide policyholder preferences

Administrator: Collaboration options to enable

Administrator: Prevent sending policyholder invitations

Services

360Value

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

Image Analytics

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?

Hazard Recognition

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

Administrator: XactAI

PLNAR

Administrator: Integrated services

Administrator: Aerial Imagery

Project

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

Administrator: Carrier letters

Administrator: ClaimXperience trainings courses and tutorials

Links to documentation for other products

Administrator: Glossary

Troubleshooting Guides

Log in errors

Video Collaboration Live Call Issues

All Products ​>​ ​ClaimXperience Administrator ​ > ​ ​Settings ​ > ​ ​Theming

Theming

3 articles

Administrator: Add your logo to your ClaimXperience website

Click on your name at the top of your dashboard. Select Administration . Click the General Appearance tab. Under Company Logo, click Upload . Select your company's logo. Click Save .

Updated 1 year ago by Jennifer B.

Administrator: Link your logo to an external website

Click on your name at the top of your dashboard. Select Administration . Click the General Appearance tab. Click Upload . Select your company's logo. Enter your company's web address in the Logo UR...

Updated 1 year ago by Jennifer B.

Administrator: Set your ClaimXperience website color scheme

Click your name at the top of your dashboard. Select Administration. Select Settings from your Administration menu. Click the circle next to the color type to open the color picker or enter the desir…

Updated 1 year ago by Jennifer B.

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