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Getting Started ​ | ​ Assignment Detail ​ | ​ Statuses

Getting Started

Getting Started

What's New

Frequently asked questions

Training Videos

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Glossary

Links to documentation for other products

Using artificial intelligence in XactAnalysis

Welcome page

XactAnalysis Integrations

Assignments

Search

Search

Search Filters

Assignment Queue

Estimate Review Queue

Payment Queue

Assignment Detail

Assignment Detail (New)

Action Item Center

Assign from Assignment Queue by Zip

Assignment Workflow Status Batch Update

Benchmark Reports

Bulk Assignment Import

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Classic Assignment Queue

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Estimate Collaboration

Estimate Reports

Reassign an Assignment

Referral Assignment

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Statuses

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Reports

XactInsights

Search in XactInsights

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 XactInsights

XactInsights overview

Answers

SpotIQ

XactInsights frequently asked questions

Dates and times in XactInsights

Removing tags in XactInsights

Using formulas in XactInsights

Management and Activity Reports

Activity Reports

Excel Management Reports

Graphical Management Reports

Industry Trend Reports

Trend Management Reports

Text Management Reports

Ad Hoc Reports

A.M. Best Industry Ranking in Management Reports

Assignment Volume Report

Average Depreciation Percentage

Real-Time Management Dashboard

Performance Scorecard Thresholds

Administration

User Administration

User Administration

Automation

Bulk User Import

Adjuster/Contractor Rotation

Change Passwords

Column Admin

Coverage Areas

Custom Groups

Desk Adjuster

Email Template Admin

Estimate Scope Overlap and Item Inclusion Algorithms

Hierarchy

How to Use a Template in an Email

License Admin

Manage Accounts

Notification Center

Organization Hierarchy

Personal Address Book

Personal Rule Notifications

Price Lists

Program Rule Notifications

Qualifications

Qualify and Rotate Data Sets

Queue Admin

Recipient Branch Admin

Status Admin

User Column Admin

User Information

User Rights

XactNet Address Book

XactAnalysis Preferences

Xactware ID Help

Getting Started

Check out training videos, frequently asked questions, the latest updates outlined in our What's New page, and more!

10 articles by 3 authors

Assignments

Learn about topics such as Assignment Detail, Search, Send Work Assignment, and other features under the Assignments menu.

23 articles by 3 authors

Reports

XactAnalysis provides multiple ways for you to view and analyze your data, such as Management and Activity Reports, Industry Trend Reports, and Insights.

34 articles by 3 authors

Administration

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.

32 articles by 2 authors

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