Upload a project to the cloud from Xactimate desktop

You can upload a project to the cloud at any time during your workflow; however, your work is regularly saved to the cloud as long as you have not disabled autosave in Preferences > General.

Usually, you only need to upload a project to the cloud if you need to access the project on another device or platform or you are done with your work.

To upload the project, complete the following:

1.       In the  Project dashboard, select Local in the navigation menu on the left.

2.       Select your project. The Options menu will appear on the right side.

3.       Select the Send to cloud icon.

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