Getting Started
Purchase ContentsTrack jobs
ContentsTrack Job Workflow
Log in to ContentsTrack Online
Reset your password
Managing your Profile Information
ContentsTrack Setup
Preferences
Adding Condition Codes
Creating your Quick Inventory
Setting up Container Statuses
Item and Location Defaults and Filters
Adding in Locations / Containers
Company Document Setup
Adding and Managing Users and Devices
Pulling Analytics for your Company
ContentsTrack Online
Job Setup
Creating and Setting up a Job
Printing Labels for a Job
Creating Rooms - Online
Distributing and Managing Tasks (and Errors)
Packouts and Inventory
Tracking
Updating an Items Location - Online
Stations - Online
Tracking an Item and Utilizing the Chain of Custody - Online
Notification Center and Transaction Detail
Printing Packaging Labels
Reports and Exporting Inventory
Generating Reports - Online
Exporting Inventory and Photos
Export an inventory to Xactimate and XactContents
Connecting ContentsTrack to ClaimXperience
Pack Back
Mobile users
Getting Started in Mobile
User Setup and Registering Mobile Devices
Switching Users or Companies on Mobile Devices
Mobile App Information and Settings
Pack Out Tasks
Packout Task Setup - Mobile
Collecting Authorization Signatures
Creating Rooms - Mobile
Uploading Inventory - Mobile
Editing Inventory - Mobile
Finalizing and Uploading Packout Tasks
Tracking and Reports
Updating Locations for Items, Boxes and Containers - Mobile
Stations - Mobile
Reports - Mobile
Item/Box Lookup - Mobile
Pack Back Tasks
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)
- All Categories
- Mobile users
- Getting Started in Mobile
- User Setup and Registering Mobile Devices
User Setup and Registering Mobile Devices
This guide is tailored for new users, outlining the steps to set up their account and register their mobile device. You can share the link to this document with these new users. For instructions on setting up a new user, refer to the Adding and Managing Users and Devices article.
Setting Up Your User:
- Once an admin has set up your user, you should receive an email containing a link.
- If you already have an Xactware ID, the link will direct you to the ContentsTrack login page. Here, you can sign in using your current email and password, and then select the instance you are registering for.
- If you do not have an Xactware ID, you will need to input your information and set up a PIN for logging into the mobile app.
- An activation request email will then be sent to your email. Open this email and click "activate."
- Next, you will be prompted to enter a password.
- After setting your password, log into Verisk Okta and select the ContentsTrack app.
- This action will redirect you to the ContentsTrack login page, where you can enter your credentials and log in.
Setting Up/Registering Your Mobile Device:
Setting up mobile devices must be conducted by a user who has completed their setup process.
- Verify that your mobile device is up to date. ContentsTrack supports only the last two latest versions of iOS or Android.
- Open your app store and search for ContentsTrack. Once found, download it to your device.
- After downloading, open ContentsTrack.
- Click on "LOGIN."
- Input your Xactware ID (your email) and login credentials.
- Select the assigned instance and provide a name for the device, then click "register."
- Once the device is synchronized, you can activate fingerprint login if desired.
- Now, you should be able to select a user for the device and enter the corresponding PIN or utilize fingerprint login.