The Form Builder

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Create a form in Xactimate One claims portal

In the Form Builder, you can create custom forms to be used by members of your account. Under Admin, click Form Builder. Under Create a New Form, click CREATE. Enter the form name. Select the languag…

Updated 5 years ago by Arianne G.

Add a form to a project template in Xactimate One claims portal

Once a form is created , you need to add it to the available templates in the Project Settings. Under Admin, click Project Settings. Click Templates. Open the template you want to edit. Scroll down t…

Updated 5 years ago by Arianne G.

The Form Builder

Create a form in Xactimate One claims portal

Add a form to a project template in Xactimate One claims portal

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