Create and edit model statements in Xactimate Admin

Updated by Jill Bowers

Users can create closing and opening statements inside Xactimate Admin. Profile owners and instance admins can set statements as defaults for profiles, instances, and locations; however, setting defaults is not required.  

You can learn more about what model statements are and the different types of model statements available by reviewing this article. 

Statements in Instances and Profiles

How to find Statements in Instances 

  1. Log in to Xactimate Admin. 
  2. Select Instances. 
  3. Select your instance from the table. 
  4. Select the Statements tab. 
  5. Add or edit statements (instructions below). 

How to find Statements in Profiles 

  1. Log in to Xactimate Admin. 
  2. Select Profiles. 
  3. Select your profile from the table. 
  4. Select the Statements tab. 
  5. Add or edit statements (instructions below). 

In both Instances and Profiles, you can add or edit model statements. Once you’re in the Statements tab in either Instances or Profiles, the workflow for editing and adding statements is almost entirely identical (instructions below). 

Differences between statements in Instances and Profiles 

The page that opens once the profile Statements tab is selected looks very similar to the page that opens when the Statements tab is selected in Instances. 

Profile Statements tab: 

Instance Statements tab: 

As you can see, some text is different, and the Statements tab under Instances allows you to select a profile within your instance to which these model statements will apply. Otherwise, the layout and information on the Profiles Statements tab and the Instances Statements tab are the same. They both allow you to add new statements, edit existing statements, set defaults as desired, and more. You can also select statements in the table, which displays up to 100 statements at a time, to delete statements or add more information. 

Adding and editing statements 

Adding and editing statements are simple workflows that work very similarly with each other.  Most of the steps to adding and editing statements are the same; the only difference is where you begin your workflow.  

  1. To add a new workflow, select the Add new statement button above the table in the Statements tab. This opens a side drawer called Add new statement.  

OR 

  1. To edit a workflow, select the row in the table of the statement you need to edit. This opens a side drawer called Edit new statement. 
Note: The rest of these instructions are identical for both adding and editing statements. 
  1. Add or change the statement’s name. 
  2. Select the pencil icon in the lower-left corner of the Statement content box. A new window appears. 
  1. Write your model statement in the new window. 
  2. Select Save to close the window and save your changes. When the window closes, the statement you wrote appears in the Statement content box. 
  3. Turn on the Set as default toggle. 
  4. Mark the statement as either an opening or closing statement by selecting the corresponding radio button in the Type box. 
  5. Select the country in which this statement applies. 
  6. Select the states or provinces in which this statement applies. 
  7. Select Save. 
  8. A pop-up window appears to confirm that you want to save these changes. If you do, select Save. 

Model statements and custom documents in Xactimate

Learn more about how model statements and custom documents are used in Xactimate desktop, Xactimate online, and Xactimate mobile.

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