Associate Xactware forms in Xactimate Admin
In addition to creating and editing forms in Xactimate Admin, you can link existing Xactware forms with your profile.
- Navigate to Profiles and select your profile.
- Select the Forms tab.
- Select Xactware Forms.
- Click Associate Forms.
- Select the checkbox or boxes of the form(s) you want to associate with your profile. To associate all forms, select the Select All checkbox at the top of the list.
- Click Add at the bottom of the list. This closes the side window and associates the form with your profile.
Disassociate an Xactware form
To remove a form from your profile:
- Hover the cursor over the form’s row. A trash icon appears.
- Select the icon to remove the form.