Projects

4 articles

Filter the Projects list in Xactimate One claims portal

The Projects page can be filtered via the Search bar or the analytics footer. Filter projects using the analytics footer. The analytics footer lets you see a visual breakdown of your projects. Click…

Updated 5 years ago

Add a project in Xactimate One claims portal

On the Projects page, click the button. Select an account and a project type. Click NEXT. Enter the policy information. Click. Enter the claim information. Click. The new project's Dashboard tab will…

Updated 5 years ago by Arianne G.

Edit a project in Xactimate One claims portal

In Xactimate One, click Projects. Select a project. A sidebar appears. Click the icon. The project will open. From here you can view and edit the project's. Dashboard. Policy Information. Claim Infor…

Updated 5 years ago by Arianne G.

Add documents, images, and videos to a project in Xactimate One claims portal

Within a project, click the Media tab. Click. Select a file to attach to the project. Click Open. A thumbnail of the attachment will appear on the Media tab.

Updated 5 years ago by Arianne G.

Projects

Filter the Projects list in Xactimate One claims portal

Add a project in Xactimate One claims portal

Edit a project in Xactimate One claims portal

Add documents, images, and videos to a project in Xactimate One claims portal

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