Set preferences for export to email in Xactimate Admin

Updated 4 months ago by Jill Bowers

Administrators can now set email preferences for their instances and profiles in Xactimate Admin instead of Xactimate online. This includes settings for exporting reports to email. 

 

  1. Select your instance and navigate to the Preferences tab. 
  2. Select the appropriate profile to which these settings will apply. 
  3. In the Reports card, enter your email preferences, including text in the subject line and the email body. 


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