DATA TRANSFERS TO/FROM XACTANALYSIS

Transfer data to another user via XactAnalysis

1. On the Control Center tab, click Data Transfer to open the Data Transfer window.
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 that you want to transfer the data to. Or, click the arrow on the right of the box to open the contacts list and select a contact.
4. Click the Select Item(s) button to open the Data Transfer window.
5. In the menu on the left, click the type of each item that you want to transfer and then, in the menu on the right, select the specific items that you want to transfer.
6. Click the Send button. The progress bar indicates transfer progress.
7. Click Close on the Transfer Results window.
8. On the Control Center tab, on the XactAnalysis Communications pane, click Outbox.
9. On the XactAnalysis Communications pane, click the Connect button. The XactAnalysis Connection window displays the transfer progress.
10. After the data transfer is complete, click Done.

Download an assignment from XactAnalysis

1. On the Control Center tab, on the XactAnalysis Communications pane, click the Connect button. The XactAnalysis Connection window opens.
2. After the connection is complete, and all items have been sent and received, the XactAnalysis Connection window will display: Status Send/Receive Complete.
3. Click the Done button.
4. On the XactAnalysis Communications pane, click Inbox to open the XactAnalysis inbox.
5. Click Assignments/Projects.
6. In the Inbox, select any assignments that you have received, and then click Accept to send them to the Projects SmartList.

Request an assignment from XactAnalysis

1. On the XactAnalysis Communications pane, click Inbox to open the XactAnalysis inbox.
2. Click Assignments/Projects.
3. Click the Request Assg. button to open the Request Data from XactAnalysis window.
4. In the Profile list, select the profile type that you want to request data for.
5. In the Data group, select the type of data that you want to request. The Completed Estimate Request window appears.
6. Enter the claim number associated with the data that you are requesting, and then click OK.
7. On the Request Data from XactAnalysis window, click Request.
8. After the connection is complete, and the request has been sent, the XactAnalysis Connection window displays Status Send/Receive Complete.
9. On the XactAnalysis Connection window, click Done.
10. In the XactAnalysis Communications pane inbox, select the downloaded assignment and then click the Accept button.