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Team Member

Video Collaboration

Record videos during a live call

Primary Contact

How does submitting feedback benefit my policyholder?

What is Hazard Recognition?

What are some examples of the hazards that the Hazard Recognition feature currently looks for?

Where do I find hazard recognition results?

How do I provide feedback about missing or incorrectly identified hazards?

How does submitting feedback benefit my company?

How do I know if potential hazards are missing or incorrect?

Policyholder Preferences

Know when a policyholder changes their personal preferences

Policyholder

Files

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

How do I add files to a project?

How do I share files in my project?

Administrator

Collaboration Settings

I didn’t change the status of my project. Why is it inactive?

What is a reactivation fee?

What kinds of activity will reactivate an instance?

Am I billed for inactive instances?

How do I reactivate a project?

Branding

Services

Hazard Recognition

What are some examples of the hazards that the Hazard Recognition feature currently looks for?

Where do I find hazard recognition results?

How does submitting feedback benefit my policyholder?

What is Hazard Recognition?

How do I use the Hazard Recognition feature?

How does submitting feedback benefit my company?

Who gets to see hazard recognition scan results?

How do I provide feedback about missing or incorrectly identified hazards?

How do I know if potential hazards are missing or incorrect?

Why can’t I turn on the Hazard Recognition feature in the Settings module?

How do I now if a hazard recognition check has been run?

Resources

How do I add resources?

What are teams and why should I use them?

How do I edit a team?

How do I delete a team?

Notification Templates

How do I create notification signatures?

Legal

Can I use the Fraud Agreement option?

How do I track users who accept legal agreements?

Can I disable the fraud agreement requirement?

How do I make sure mobile app users agree to the Important Information?

Reports & Invoices

How do I run a report?

How do I access a report that I requested?

How to know if an invoice has been processed

Custom Tasks

How do I see available tasks?

Who can assign a task?

Who can see submitted task information?

Where do I find files uploaded as part of a task?

What information is available in the Custom Tasks Assigned tab?

How do I set up automatic reminders to be sent when task assignees don't complete a task?

What is automated task assignment?

What options are there for task assignment automation?

How do I enable task assignment automation for a task?

What is an automatic trigger?

Forms

How do I create a form?

How do I duplicate an existing form?

How do I see when a form was last modified?

How do I see who last modified the form?

How do I see when a form was last published?

How do I delete a form?

How can I find out what forms are available?

How do I see what task is associated with a form?

How do I see if a form is published?

How do I revert to the previous version of a form?

What do I need to know about adding a room shape question to a form?

How do I preview a form?

What does it mean when a form is compliant with Web Content Accessibility Guidelines (WCAG)?

What are some of the best practices to use to make forms Web Content Accessibility Guidelines- (WCAG-) compliant?

Are any form templates already Web Content Accessibility Guidelines- (WCAG-) compliant?

Troubleshooting Video Collaboration Live Call Issues

All Categories ​>​ ​Policyholder ​ > ​ ​Files

Files

3 articles

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

Click Files in your Main menu. Click on the video you want to view. Find the section of the video where you want to take a snapshot. Click [ ]. Click [ ]. Enter a description of the image. (optional)…

Updated 3 years ago by Jennifer B.

How do I add files to a project?

Option 1 Click Add files in the Welcome card.. Select the project participants with whom you want to share the file, if any.. Add files using No files chosen [ ].. Add a description to the file. (opt…

Updated 4 years ago by Jennifer B.

How do I share files in my project?

Share while adding files Option 1 Click Add files in the Welcome card. Select the project participants with whom you want to share the file. Add files using No files chosen [ ]. Add description of th…

Updated 4 years ago by Jennifer B.

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