With the Xactimate cloud you can share data, collaborate, and communicate
with users in your instance.
View projects from other users
in your instance in Xacimate online
On the Projects tab, click the Projects
filter list.
Select Show All. All
projects in your instance now appear in the list.
See also: Locked
projects, Filter projects,
Show columns, Hide
columns
- On the Control Center tab, in the top right corner, click Data Transfer.
- In the Transfer Type group, select Folder,
and in the Action group, select Send.
- In the To
box, enter the location where you want to transfer the data.
- Click Select Item(s).
- In the menu on the left, select the type of item you want
to transfer. In the menu on the right, select the specific items you
want to transfer.
- Click Send.
- After the data has been transferred, the Transfer Results
dialog box opens. Click Save
Log to save a copy of the transfer session, or click
Close to exit.
- On the Projects tab, right-click
a project and select Export Project.
- Depending on your browser
and individual settings, you may be prompted to open or save the file.
If this occurs, click Save.
- The project file (.esx)
will be downloaded to your computer's default download location.
Normally, this is the Download folder.
- On the Control Center tab, in the top right corner, click Data Transfer.
- In the Transfer Type group, select Folder,
and in the Action group, select Retrieve.
- Click Browse,
and select the location of your data files.
- Click Select Item(s).
- In the menu on the left, select the type of item you want
to transfer. In the menu on the right, select the specific items you
want to transfer.
- Click Retrieve.
- After the data has been transferred, the Transfer Results dialog
box opens. Click Save Log
to save a copy of the transfer session, or click Close
to exit.
- On the Control Center tab,
in the top right corner, click Data
Transfer.
- In the Transfer Type
group, select Folder.
- Click Browse,
and select the location of your data files. Or, drag and drop the
data file into the Added Files box.
- Click Done
to import the data.
- On the Control Center tab, in the top right corner, click
Data Transfer.
- In the Transfer Type group, select XactAnalysis,
and in the Action group select Send
Data via XactAnalysis.
- In the To
box, enter the XactNet address of the user who will receive
the data.
- Click Select Item(s).
- In the menu on the left, select the type of item you want
o transfer. In the menu on the right, select the specific items you
want to transfer.
- Click Send.
- After the data has been transferred, the Transfer Results
dialog box opens. Click Save
Log to save a copy of the transfer session, or click
Close to exit.