TRANSFERRING DATA WITH OTHER USERS
Transfer
data to another user via XactAnalysis
View
projects from other users in your instance in Xactimate online
Receive
data from another Xactimate user
Reroute
an XactAnalysis assignment from one Xactimate user to another
Related topics
See Transfer
data to another user via XactAnalysis under Data Transfers to/from
XactAnalysis.
- On the Projects tab, click the Projects filter list.
- Select Show All. All projects
in you instance can now be viewed.
See also: Locked projects, Project filters, show/hide columns
- On the Control Center
tab, on the XactAnalysis Communications pane, click the Connect
button. The XactAnalysis Connection window opens.
- After the connection is complete, and all items have been sent
and received, the XactAnalysis Connection window will display: Status
Send/Receive Complete.
- Click the Done button.
- On the XactAnalysis Communications pane, click Inbox
to open the XactAnalysis inbox.
- Click the inbox folder containing the data that was sent by the
other user.
- Select the data that was sent by the other user, and then click
Accept.
Occasionally you will download an assignment that needs to be edited
or completed by a different Xactimate user at another company. There are
two methods of transferring assignments from one computer to another that
will not interfere with uploading:
A. The first and preferred
method is to transfer the assignment via XactAnalysis.
- The home computer first receives a notification from the carrier
that is sending the assignment.
- Download the assignment to the home computer.
- Use the Data Transfer by XactAnalysis feature to send the assignment
to the other user's computer (the "satellite" computer).
Note: The assignment will disappear off the
home computer's Project SmartList.
- Download the assignment from the satellite computer.
- After the satellite finishes the assignment, change the status
of the assignment to Complete, then connect to XactAnalysis to
send the assignment back to the home computer.
Do not use the Data Transfer feature to send
the assignment back.
Note: The assignment will not leave the satellite's
Projects SmartList.
- Download the assignment to the home computer.
- The estimate appears in the Projects SmartList as being A/In
Progress.
- Make any necessary changes before completing and uploading
the assignment to the original sender.
B. The second method is
to duplicate and transfer the assignment, then copy and paste the satellite
information into the original assignment for uploading.
- Open the Project SmartList by clicking the Project tab from
the Control Center.
- Right-click the assignment you want to transfer and select
Duplicate.
- The Duplicate Project window appears.
- Change the project name by adding at least one character to
the end of the estimate name (i.e. Project2 or ProjectB). Click
OK.
- You can now transfer the duplicated assignment via a local
network or a removable media source, such as CD, thumb drive,
or zip disk.
- The other user can now retrieve the duplicated assignment and
do the necessary work on the assignment.
- After the other user is finished, they can use Data Transfer
to send the estimate back to the original user (you).
- Use Data Transfer to retrieve the assignment.
- After you have retrieved the assignment, you can use the Merge
Projects wizard to merge the new information into the original
assignment (since it was the duplicate that was transferred).
Note:
See the Merge projects Help section on how to do this.
Even though there are two methods to reroute an assignment claim to another
Xactimate user, we recommend transferring the assignment through XactAnalysis
as described above in section "A" as this method is easier and
provides less room for error.
Related topics