How do I preview projects in Xactimate online?

Updated by Jill Bowers

  1. Select the project you want to preview from the project list. 
  2. Select the Preview icon to open the preview side drawer.

You can see the following information about your project: 

  • Project name 
  • Claim number 
  • Contact information 
  • Loss type 
  • Notes 

To edit the project, follow these steps. 

  1. Select the Edit button. 
  2. Edit your project name, if needed. 
  3. Add notes, if desired. 
  4. Select Save to keep your changes. 
  5. Select the Preview icon to close the preview drawer. 

How Did We Do?