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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?

Know when a policyholder changes their personal preferences

Xactware end-user licence agreement (EULA)

Xactware privacy notice

Xactware Information Security Frequently Asked Questions

How do I join my project?

Why can't I log in?

What if I can't remember my password?

How do I let my team know how and when to contact me?

How do I edit my personal preferences?

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?

How do I send messages?

How do I reply to a message?

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?

How do I see my team?

How do I find my team members’ contact information?

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?

What are in-app notifications?

How do I access my notification history?

How do I clear my in-app notification folder?

Xactware end-user licence agreement (EULA)

Privacy notice

Xactware Information Security Frequently Asked Questions

If you can't remember your account password

How do I update my personal information?

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?

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?

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?

How do I create notification signatures?

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?

How do I run a report?

How do I access a report that I requested?

How to know if an invoice has been processed

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?

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 > Administrator > Custom Tasks >

4 articles

What is automated task assignment?

Automated task assignment is a way to streamline repeated workflows by automating the assignment of tasks at a specified milestone in the project, when certain team members join a project, or when a…

Updated 4 years ago by Jennifer B.

What options are there for task assignment automation?

Schedule the task assignment - Assign this task to a pre-determined recipient at a specified time within ClaimXperience. Company resource invited to the project - Assign this task when a company reso…

Updated 4 years ago by Jennifer B.

How do I enable task assignment automation for a task?

Click Custom Tasks in your Tasks menu. Select the task you want to enable for automation. Click Delivery. If the task requires additional information, select that information from the drop-down menus…

Updated 4 years ago by Jennifer B.

What is an automatic trigger?

An automatic trigger is a response to an event that causes a custom task to be sent. For example, enabling the "Company resource invited to the project" trigger causes the selected task to be assigne…

Updated 4 years ago by Jennifer B.

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?

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