Custom documents in Xactimate online

Updated 2 months ago by Jill Bowers

These instructions can be used for company headers, opening statements, and closing statements. 

  • In Preferences > Profile > Reports, select the list icon next to Company header.   
  • In the window that appears, users can view personal or shared company headers by clicking the eye icon on the company header’s row. This opens a small window with information about the company header.
  • To choose a company header to use for your profile, select the name of the company header, and click Select.  
  • To add a new company header, select the Add new header option at the bottom of the window. 
    • Enter a company name and header ID. 
    • Fill in the Info box.  
    • Upload an image, if desired. 
    • Select Save

Model Statements 

Model statements are now managed in Xactimate Admin. 

 

Upload documents manually 

  1. In an open estimate, navigate to Documents>Reports
  2. Select the Documents tab. 
  3. Select the Template Docs tab to upload templates or the Attached Docs tab to import other documents.  
    1. If you selected Template Docs, you can adjust certain import settings. To set profile or location restrictions on uploaded templates, select the Import Settings dropdown.  
  4. In either tab, click the Import button. A small window appears. 
  1. Select the file(s) you want to upload and select Open


How Did We Do?


Powered by HelpDocs (opens in a new tab)