Team Member
Video Collaboration
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
Policyholder
Get Started
My Project Preferences
Files
What types of files can I upload to my claim?
How do I add files to a project?
How do I share files in my project?
How do I take a snapshot of a video while I’m watching it?
Messages
Satisfaction & Feedback
How do I let my insurance company know how I feel about the work being done on my claim?
How do I update my level of satisfaction if it changes?
My Project Team
Shared Calendar
What is the shared calendar?
How do I see event details?
How do I open the shared calendar?
How do I add an event to the shared calendar?
How do I edit events in the shared calendar?
How do I delete an event from the shared calendar?
How do I add an event from the shared calendar to my personal calendar?
In-app Notifications
Administrator
Get Started
Collaboration Settings
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
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?
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?
