Account Administration

How-to on customizing your company setup.

• How do I remove a user from my ClaimWizard account?
• Email Subject Line Customization
• Can custom file numbers be set within ClaimWizard?
• Where can I adjust payment information within ClaimWizard?
• Can I add custom claim phases to my ClaimWizard dashboard?
• How do I whitelist email addresses?
• Will the information set up during my free trial be transferred if my company decides sign up with ClaimWizard?
• When can I expect the instructions to arrive for my ClaimWizard trial?
• Malware Checker Instructions
• What is the maximum storage limit for files within ClaimWizard?
• Download Raw EML Files from a Claim
• Change the default email app on Chrome / PC
• Change the default email app on your Mac
• Change the default email app on Firefox / PC
• Change the default email app on Internet Explorer / PC
• Adding the ClaimWizard Client Portal to Your WordPress Site
• ClaimWizard Alerts and Claim Conditions
• Client Portal Administration
• Client Portal PIN Access
• How do I set up default file folders in a claim or for a client?
• How does email archiving and SMS updating work?
• How do I create a printable mailing list?
• How do I move a claim to a different property?
• How do I upgrade from a single-user account to a business account?
• How can I track and manage public adjusting licenses within ClaimWizard?