Set required policy and claim information in Xactimate One claims portal

These settings determine what information is required about the Policyholder, any contacts that are involved with the claim, and the claim itself.

  1. Under Admin, click Project Settings.
  2. Click the Claim tab.
  3. Scroll down to the Policy Information Template section. You will see a list of fields, along with the options Hide, Show, and Required.
    • If you don't want a field to appear in the Policy Information section when a new project is created, select the Hide option.
    • If you want a field to appear, but you don't want it to be required, select the Show option.
    • If you want to require your users to enter information into a field, select the Required option.
  4. Select an option for each field in the Policy Information Template section.
  5. Scroll down to the Claim Information Template section, and select an option for each field.
  6. Click SAVE to save your work in the Policy Information Template. You can then continue making changes to other templates as needed.
  7. Click to make your changes accessible to all users on your account.

How Did We Do?

Powered by HelpDocs (opens in a new tab)