Associate Xactware forms in Xactimate Admin

Updated by Jill Bowers

In addition to creating and editing forms in Xactimate Admin, you can link existing Xactware forms with your profile.  

  1. Navigate to Profiles and select your profile.  
  2. Select the Forms tab.  
  3. Select the Xactware Forms tab in the table 
  4. Hover over the right side of the row of the form you want. The Associate icon appears.
  5. Select the Associate icon to associate the form with your profile. 
  6. To disassociate a form from your profile, hover over the right side of the row of a form associated with your profile. The Remove icon appears.
  7. Select the Remove icon to disassociate the form from your profile. 

 

How Did We Do?