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Account Administration
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Account Administration
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Help Center
Account Administration
Basics
Document Templates
Activity Log & Message Archive
Financial Tracking
Mobile Application
User Management
Action Items
Account Administration
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?