Check out an estimate from the cloud

With the Xactimate cloud you can share data, collaborate, and communicate with users in your instance.

View projects in the cloud

Retrieve a project from the cloud

Return a project to the cloud

View projects from other users in your instance in Xacimate online

  1. On the Projects tab, click the Projects filter list.

  2. Select Show All. All projects in your instance now appear in the list.

See also: Locked projects, Filter projects, Show columns, Hide columns

Export data files from Xactimate desktop to your computer

  1. On the Control Center tab, in the top right corner, click Data Transfer.
  2. In the Transfer Type group, select Folder, and in the Action group, select Send.
  3. In the To box, enter the location where you want to transfer the data.
  4. Click Select Item(s).
  5. 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.
  6. Click Send.
  7. 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.

Export project files from Xactimate online to your computer

  1. On the Projects tab, right-click a project and select Export Project.
  2. Depending on your browser and individual settings, you may be prompted to open or save the file. If this occurs, click Save.
  3. The project file (.esx) will be downloaded to your computer's default download location. Normally, this is the Download folder.

Import data files from your computer to Xactimate desktop

  1. On the Control Center tab, in the top right corner, click Data Transfer.
  2. In the Transfer Type group, select Folder, and in the Action group, select Retrieve.
  3. Click Browse, and select the location of your data files.
  4. Click Select Item(s).
  5. 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.
  6. Click Retrieve.
  7. 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.

Import data files from your computer to Xactimate online

  1. On the Control Center tab,  in the top right corner, click Data Transfer.
  2. In the Transfer Type group, select Folder.
  3. Click Browse, and select the location of your data files. Or, drag and drop the data file into the Added Files box.
  4. Click Done to import the data.

Transfer data files to another user via XactAnalysis

  1. On the Control Center tab,  in the top right corner, click Data Transfer.
  2. In the Transfer Type group, select XactAnalysis, and in the Action group select Send Data via XactAnalysis.
  3. In the To box, enter the XactNet address of the user who will receive the data.
  4. Click Select Item(s).
  5. 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.
  6. Click Send.
  7. 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.

 

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