Edit a project in Xactimate One claims portal

Updated by Arianne G.

  1. In Xactimate One, click Projects.
  2. Select a project. A sidebar appears.
  3. Click the icon. The project will open.
  4. From here you can view and edit the project's
  • Dashboard
  • Policy Information
  • Claim Information
  • Jobs
  • Roles
  • Tasks
  • Forms
  • Notes
  • Media
  • Reports

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