How do I add photos to forms?

Updated by Heather Jones

Not all forms allow for images; if your form does not include the option, but you need to add them within the forms, contact Xactware to create a custom form for your profile.

Access forms 

To find forms, complete the following within a project: 

  1. In the left menu, select Documents. 
  2. Select Forms. 

For those forms that do allow for adding images (such as the Inspection Report), the file upload button appears after image prompts: 

To add an image within an appropriate form, you can do either of the following:

Option 1 

  1. Select the file upload button.
  2. In the window that opens, select the saved image. 
  3. Select the Open button. 

Option 2 

  1. Open the folder in which the file is saved. 
  2. Select the appropriate file. 
  3. Drag the file to the file upload button; once it is within the area, Xactimate adds a light blue box around the button. 
  4. Release the file in the appropriate location. 

Once imported, Xactimate adds a thumbnail for the image under the file upload button, and you can select it to view the full image. 

 Save and exit the form as you would any other. 

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