6-Documents (2:18)
This video demonstrates the documents workflow. We teach you how to create company headers, add custom model statements, set authorizations, and include signature statements.
Getting Started
Frequently Asked Questions
ContentsTrack job workflow
Log in to ContentsTrack online
Reset your password
Managing your Profile Information
Terms and definitions for XactPRM
Administrators
Set up ContentsTrack
Preferences
Setting Up and Managing Condition Codes
Setting Up and Managing Quick Inventory
Setting Up and Managing Container Statuses
Print Container IDs
Purchase ContentsTrack jobs
Add a user account
Edit a user account
Register mobile devices
Edit a device name
Set up your company's container layout
Add a Company Header
Add a Model Statement
Edit a document
Delete a room from an inventory
Filter price list items for your users
Delete an item from an inventory
Generate analytics reports
Users
Creation
Pack Out
Inventory
Add a Quick Inventory to a job
Add a room
Add an item to a job's inventory
Clone an item
Add an image to a room
Add an image to an item
Merge rooms
Export a job's inventory to Excel
Export an inventory to Xactimate and XactContents
Invite a policyholder to collaborate via ClaimXperience's Customer Portal
Scan barcodes with a web cam
Send messages to team members and policyholders via the Customer Portal
Tracking
Export a container's inventory to Excel
Update an Item, Box, or Container location
View Containers
View an item's Chain of Custody
Pack Back
Packaging
Generate reports
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)
Mobile users
All Categories > Training videos > 6-Documents (2:18)
This video demonstrates the documents workflow. We teach you how to create company headers, add custom model statements, set authorizations, and include signature statements.