Team Member
Main 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
Xactware end-user licence agreement (EULA)
Xactware privacy notice
Copyright
Xactware Information Security Frequently Asked Questions
Get Started
How do I join my project?
Why can't I log in?
What if I can't remember my password?
My Claim Preferences
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?
Messages
How do I send a message?
How do I reply to a message?
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 Claim Team
How do I find my team members’ contact information?
Shared Calendar
What is the shared calendar?
untitled article (enGB)
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
What are in-app notifications?
How do I access my notification history?
How do I clear my in-app notification folder?
Administrator
Privacy notice
If you can't remember your account password
How do I update my personal information?
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
How do I use the Hazard Recognition feature?
Who gets to see hazard recognition scan results?
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 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?
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
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