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
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
Purchase ContentsTrack jobs
Delete a room from an inventory
Delete an item from an inventory
Generate Analytics Report
Creating and Managing Jobs
Packouts and Inventory
Mobile - Uploading and Managing Inventory
Mobile - Packout Task Setup
Web - Uploading and Managing Inventory
Item Details
Job Setup
Tracking
Web - Updating Locations and Containers
Tracking an Item and Utilizing the Chain of Custody
Notification Center and Transaction Detail
View an item's Chain of Custody
Pack Back
Reports and Exporting Inventory
Export a job's inventory to Excel
Export an inventory to Xactimate and XactContents
Invite a policyholder to collaborate via ClaimXperience's Customer Portal
Send messages to team members and policyholders via the Customer Portal
Export a container's inventory to Excel
Packaging
Generate reports
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)
