Resources

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 a message?

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 find my team members’ contact information?

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?

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?

untitled article (enGB)

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 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?

untitled article (enGB)

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 > Resources

4 articles

How do I add resources?

Click on your name at the top of your dashboard. Select Administration. Click Resources. Click Add Resource. Select the resource type. Enter the information required for the resource type. Click Add.…

Updated 3 years ago by Jennifer B.

What are teams and why should I use them?

A team is a group of resources that can be treated as an individual team member. For example, a team can be assigned the role of primary contact, which would allow each member of the team to perform…

Updated 3 years ago by Jennifer B.

How do I edit a team?

Option 1 Click your name. Select Administration. Click Resources in your Administration menu. Click the Team tab. Click the vertical ellipsis [ ] on the line of the team you want to edit. Select Edit…

Updated 3 years ago by Jennifer B.

How do I delete a team?

Click your name.. Select Administration.. Click Resources in your Administration menu.. Click Team.. Click the vertical ellipsis [ ] on the line of the team you want to delete.. Select Delete.. Click…

Updated 3 years ago by Jennifer B.

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?

Contact