Basic workflow

All Products > XactContents > Basic workflow

4 articles

Create an estimate in XactContents

If you did not receive an assignment through XactAnalysis, you can create an estimate manually. To create a project with an automatically generated project ID, click Add new project. To create a proj…

Updated 1 month ago

Upload an assignment

If you are currently in an assignment, mark the estimate complete, then click Save & Exit. Return to the Control Center Dashboard. Click Connect in the XactAnalysis Communication window. When the con…

Updated 1 month ago

Import a template

You or the insured can use the XactContents Excel spreadsheet template to record all lost or damaged contents items associated with the claim. This information can then be imported into an estimate.…

Updated 2 years ago

Price an estimate inventory