Add or edit company headers in Xactimate Admin

Updated by Jill Bowers

Company headers appear at the top of Xactimate project documents, and often include a company name, logo, and other information. 

Follow the instructions below to select, add, or edit company headers in Xactimate Admin. 

  1. From inside Xactimate Admin, select Instances. 

Note: If you have more than one instance, select the instance you want to edit from the instances table.  

  1. Select Preferences. 
  1. In the Reports section, select the Menu icon next to the Company header field. This opens the Select company header window. 

Note: You may need to scroll down to find the Reports section.

From here, you can select, edit, create, or delete company headers. 

Select company header 

  1. Highlight an existing company header in the table.  
  2. Click Select.

 

Edit company header 

  1. Hover over or select the row of the desired header. 
  2. Select the Edit icon. This opens the Edit company header window. You can edit the company name, header ID, image, and company info.
  1. Select Save to keep your changes.

Delete company header 

  1. Hover over or select the row of the desired header. 
  2. Select the Delete icon. A confirmation window opens.
  1. Select Delete.

 

Create and add company header 

  1. Select Add company header. This opens the Add company header popup window.
  1. Enter the company name, header ID, image or logo, and a description.  
  2. Select Save. This closes the popup window.
  1. Select the new header in the table. 
  2. Click Select to save it as the company header. 

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