First Login & Setup

13 articles

Desktop keyboard shortcuts

Keyboard shortcuts provide an alternative way to navigate an estimate. General project shortcuts. Shortcut Description Ctrl + N Go to Insured Info Ctrl + R Go to Parameters Ctrl + I Open Photos Ctrl…

Updated by Heather Jones

Support and training for Xactimate desktop

Online helps : Search for or browse contents within this database to find help on common topics. Training : Xactware offers a variety of training resources for novice and advanced users, ranging from…

Updated by Heather Jones

Set default preferences in Xactimate desktop

This article is for the new version of Xactimate. If you are using Xactimate version 28, please see the Xactimate 28 helps. In the Project Dashboard you can set default preferences for your General u…

Updated

Create an Xactware ID for Xactimate desktop

Your Xactware ID provides easy and secure access to multiple Xactware solutions with a single login and password combination. You have two options for creating an Xactware ID: Create it on your own (…

Updated by Heather Jones

Sync your instance and profiles in Xactimate desktop

An instance uses cloud technology to create a collaborative network experience within your organization. It simplifies the setup process and allows you to easily access projects, templates, and other…

Updated

Migrating to the new version of Xactimate desktop

See the following PDF for details on migrating from Xactimate 28 to X1 Migrating to the new version of Xactimate desktop (2022).pdf

Updated by Heather Jones

Changing passwords in Xactimate

If you need to update your password, follow these steps: Go to identity.verisk.com.. Log in with your Xactware ID. The Account Settings page appears. . In the Password field, enter your new password…

Updated by Mara Kellogg

Navigating Xactimate desktop

The Navigation pane appears on the left side of the Xactimate screen; however, if you have it minimized to only show icons, the words are not visible. If that is the case, you can either expand the menu by selecting the expand icon () at the top of the menu or select the icon for the navigation option you need.

Updated by Heather Jones

Changing language settings in X1

You can change the language settings for Xactware in general or only for reports. Change the general language in the login screen. Change the report language in the reports window.

Updated by Heather Jones

Metric and imperial measurements

Xactimate can show measurements in either metric or imperial units; however, it determines which one to use based on location. If you are using Xactimate in the US, or another country that uses imper…

Updated by Heather Jones

Logging into Xactimate desktop

To log in to Xactimate, open the app and go through the following steps...

Updated by Heather Jones

Modifying Quick Entry settings

You now have the option to modify the default setting for what happens after you accept changes. To do so, navigate to Preferences > General from the project list and select the default setting you want to use.

Updated by Heather Jones

Accessing Xactimate desktop when it opens off-screen

Occasionally, Xactimate opens, but you can't see the program. This usually happens when you switch from using multiple monitors to a single monitor. There are several options to resolve this issue: M…

Updated by Bethany W.