All Topics
- Activity Log and Message Archive vs. the Notes Section
- ClaimWizard - Activity Log & Message Archive vs Notes: Understanding the Difference
- Using The Board View on the Dashboard
- The General Process of Opening a Claim from Opening to Closing
- How to Assign Non-Employee Personnel to Claims
- How to Add on Behalf of for a Client/Claim
- Claim Severity Indication in ClaimWizard
- Claim Header Customization
- Personnel Active and Inactive Markers
- Policy Data Flags
- Florida Insurance Guarantee Association (FIGA) Flag
- Dashboard Column Settings
- Printing a Claim in ClaimWizard
- How to Enter of Change the Date of Loss of a Claim
- How to Bulk Update Claim Phases
- Entering Prospects & Property with Notes
- Uploading a Photograph to a Property Description
- How Do I Make Sure Users Have Access to Start a Brand New Claim?
- What is the Nickname in the claim summary needed for in ClaimWizard?
- How do I close a claim?
- How do I whitelist email addresses?
- Emails I send into ClaimWizard aren't getting attached to the claim
- How do I upgrade from a single-user account to a business account?
- How can I share files from within ClaimWizard to others?
- Inserting Action Items to an Existing Workflow
- Proof of Loss Deadlines and Notifications
- What is the difference between Estimate vs. Settled amounts on a claim?
- How do I upload files and photos to a claim on the Mobile App?
- How do I remove a user from my ClaimWizard account?
- How can I categorize my claims between Public Adjusting and Appraisal jobs?