Top Articles
Getting Started | What's New | Statuses
Getting Started
Welcome page
What's New
Frequently asked questions
Training Videos
XactAnalysis Integrations
Links to documentation for other products
Enable third-party cookies
Glossary
Assignments
Search
Search Filters
Assignment Queue
Payment Queue
Assignment Detail
Assignment Detail (New)
Send Work Assignment
Classic Assignment Queue
Estimate Review Queue
Estimate Collaboration
Reassign an Assignment
Referral Assignment
Statuses
Assignment Workflow Status Batch Update
Claim View
Action Item Center
Bulk Assignment Import
Estimate Reports
Assign from Assignment Queue by Zip
Benchmark Reports
Video Collaboration
Classic Payment Queue
Reports
Insights
Search in Insights
Worksheets and columns
Claims worksheet
Line Item worksheet
Industry Line Item Data worksheet
Industry Claim Data worksheet
Transactions worksheet
XactXpert Rule Alerts worksheet
XactXpert Line Item Summary Differences worksheet
XactXpert Impact worksheet
Search overview
Keywords
Industry Data
Liveboards
Liveboards overview
Present a liveboard
What's New in Insights
Insights overview
Answers
SpotIQ
Insights frequently asked questions
Management and Activity Reports
Graphical Management Reports
Trend Management Reports
Text Management Reports
Activity Reports
Excel Management Reports
A.M. Best Industry Ranking in Management Reports
Assignment Volume Report
Real-Time Management Dashboard
Industry Trend Reports
Ad Hoc Reports
Performance Scorecard Thresholds
Average Depreciation Percentage
Administration
User Administration
Automation
Bulk User Import
User Information
User Rights
XactNet Address Book
Personal Address Book
Hierarchy
Qualifications
Qualify and Rotate Data Sets
Adjuster/Contractor Rotation
Organization Hierarchy
Program Rule Notifications
Personal Rule Notifications
Desk Adjuster
XactAnalysis Preferences
Change Passwords
Queue Admin
Column Admin
User Column Admin
Custom Groups
Price Lists
Notification Center
Recipient Branch Admin
Email Template Admin
How to Use a Template in an Email
Coverage Areas
License Admin
Estimate Scope Overlap and Item Inclusion Algorithms
Xactware ID Help
Manage Accounts
Check out training videos, frequently asked questions, the latest updates outlined in our What's New page, and more!
9 articles by 3 authors
Learn about topics such as Assignment Detail, Search, Send Work Assignment, and other features under the Assignments menu.
22 articles by 4 authors
XactAnalysis provides multiple ways for you to view and analyze your data, such as Management and Activity Reports, Industry Trend Reports, and Insights.
31 articles by 3 authors
Under Administration, you can learn how to add and edit users, update your own user information, build your organization's hierarchy, qualify adjusters and contractors, and more.
31 articles by 2 authors
Powered by HelpDocs (opens in a new tab)