Getting Started
Purchase ContentsTrack jobs
Frequently Asked Questions
ContentsTrack job workflow
Log in to ContentsTrack online
Reset your password
Managing your Profile Information
ContentsTrack Setup
Tools
Preferences
Setting Up and Managing Condition Codes
Setting Up and Managing Quick Inventory
Setting Up and Managing Container Statuses
Setting Up and Managing Defaults and Item Filters
Setting up and Managing Containers
Company Document Setup
Adding and Managing Users and Devices
User Setup and Registering Mobile Devices
Pulling Analytics for your Company
Creating and Managing Jobs
Job Setup
Packouts and Inventory
Mobile - Uploading and Managing Inventory
Mobile - Packout Task Setup
Web - Uploading and Managing Inventory
Item Details
Tracking
Web - Updating an Items Location
Web - Tracking an Item and Utilizing the Chain of Custody
Notification Center and Transaction Detail
Printing Packaging Labels
Pack Back
Reports and Exporting Inventory
Mobile users
Training videos
Introduction (0:55)
1-Users and devices (2:06)
2-Mobile intro (2:52)
3-Getting started (2:37)
4-Containers (5:55)
5-Preferences (3:53)
6-Documents (2:18)
7-Mobile job configuration (4:17)
8-Mobile authorization (3:39)
9-Quick inventory and custom items on a mobile device (7:01)
10-Upload a task (1:01)
11-Item lookup and tracking (3:40)
12-Inventory (2:48)
13-Customer Portal (4:24)
14-Sending to Xactimate online (1:59)
15-Reports and Analytics (4:16)
16-Onsite pack back (1:49)
Conclusion (0:23)
All Categories > Training videos > 13-Customer Portal (4:24)
Sometimes it's necessary for policy holders to be more involved in their claim. When this happens, you'll need to use ContentsTrack along with a customer-facing product called ClaimXperience. In this video, we guide you through the customer portal in ContentsTrack to the Personal Property page in ClaimXperience and show you how to invite the policy holder to the project, request information from them on flagged items, and more.
