FAQ
Answers to frequently asked questions.
By Miles and 4 others5 authors185 articles
- What is Claimable?
- How can I get help from Claimable?
- How can I change my price plan?
- How do I upgrade/activate my free trial account?
- How do I configure Claimable to use my local currency?
- Where is Claimable available?
- Is Claimable available in the United States?
- How do I create a label?
- How do I reorder filters and labels?
- How do I sort data?
- What is a claim template?
- Can I add custom incident types?
- Can I use Claimable on my mobile device?
- Can I add custom damage types?
- How can I change my notification preferences?
- Can I use Claimable to manage cargo claims?
- How do I lookup an address?
- How do I deactivate the address lookup function?
- Does Claimable have an API?
- Can I use Claimable to manage workers' comp claims?
- Can I use Claimable to manage motor/auto claims?
- Can I use Claimable to manage medical or healthcare related claims?
- Can I use Claimable to manage property claims?
- Can I use Claimable to manage disputes/complaints?
- Can I use Claimable to manage accident / damage claims?
- Can I use Claimable in the US?
- Do you offer demo calls?
- Can I customise the claims list/view columns?
- How do I know if a claim is open or closed?
- How do I apply/remove a label to a claim?
- Can I restrict access to certain claim types?
- What is a claim type?
- What is an incident type?
- What is a damage type?
- How do I change the claim type?
- How do I add a note to a claim?
- How do I assign a claim to a member of my team?
- How do I appoint a supplier to a claim?
- How do I remove an appointed supplier from a claim?
- How do I close a claim?
- How do I link a broker to a claim?
- How do I link an insurer to a claim?
- How do I reopen a claim?
- Can I hide the Claim Info Sidebar?
- Can I edit the claim type once a claim is created?
- How do I duplicate a claim?
- Will "New Claim" and "Claim Assignment" notifications be sent for duplicated claims?
- Can I store bank/payment details for claimants?
- How do I delete a claim?
- Can I Change the "Date Closed" of a Claim
- How do I share one or more claims?
- Can I filter claims by multiple clients?
- How do I group/link multiple related claims together?
- How do I link a message/conversation to a claim?
- How can I see conversations with no replies?
- How do I send a new message?
- How do I add a participant to a conversation?
- How do I remove participants from a conversation?
- How do I save a message as a draft?
- How do I open or close a conversation?
- How do I mark a message as new?
- How do I pin/unpin a conversation?
- How do I delete a message?
- Why is a conversation unlinked?
- How do I see which claims have open conversations?
- Can I add a footer to outgoing emails?
- Can I change my Claimable email address?
- How do I change my messages From Name Format?
- How do I change my Message Signature in Claimable?
- How do I create a Message Template?
- How do I use placeholders in Message Templates?
- How do I use message templates?
- How can I duplicate a Message Template?
- Can I use Message Templates in an unlinked conversation?
- Can I automatically set the subject of an email with a custom format?
- Can I control who can access Messages?
- How are messages/emails linked to a claim?
- What is Ghostwriter Mode?
- How do I label conversations in Claimable?
- What is my Claimable email address?
- How do I change the claim an email thread is linked to?
- What happens when I delete a message after it has been sent?
- Can I automatically create and assign tasks?
- Can I automatically set the due date on a task?
- How do I create a task?
- How do I re-order tasks in the Claim Checklist?
- How do I add a description to a task?
- How do I assign a task to a colleague?
- Can I change the due date of a task?
- How do I apply a label to a task?
- How do I complete a task?
- How do I receive the Claimable Daily?
- Can I automatically add labels to a task?
- Can Claimable distinguish between calendar and working days when setting task due dates?
- How can I see all tasks completed by a specific user?
- How do I customise the Claim Checklist?
- Can I complete all tasks when closing a claim?
- How do I see all claim tasks assigned to a specific user in Claimable?
- How can I invite users to my Claimable account?
- How do I deactivate a user?
- How do I add another user?
- What are limited access users?
- Can I give a supplier access to Claimable?
- What are external users?
- I have an audit. Can I give the auditor access to Claimable?
- How do I prevent a user from accessing Messages?
- Can I prevent external users from seeing certain documents?
- Can I get notified if someone comments on a note I have added?
- Can I get notified when a claim status is changed?
- Can I get notified when a task I have assigned is completed?
- Can I get notified when a note is added?
- Can I get notified when a new claim is created?
- Can I get notified when a task is assigned to me?
- Can I get notified when a document is added to a claim?
- Can I get exports delivered automatically?
- What happens if I delete a filter or label that other users have setup scheduled exports for?
- What time do scheduled exports get sent?
- In what formats can I export my data?
- Can I automatically receive periodic claims reports?
- How do I report on last week, last 7 days, last month, last 30 days claims?
- How do I report on claims year-to-date, month-to-date or week-to-date?
- When are scheduled exports sent?
- Can I export payments?
- How do I schedule a report?
- Can I report on claims belonging to a group of clients?
- How do I export claims?
- How do I create a filter/report?
- How do I report on claims belonging to a specific Loss Event?
- How do I export a single claim?
- Can I report on claims based on payments and reserves?
- How do I reset my password?
- How can I change my password?
- How do I enable multi-factor authentication?
- I've got a new phone, how do I update multi-factor authentication?
- How do I disable multi-factor authentication
- I can't generate or receive login codes. How do I get past multi-factor authentication?
- I've lost my one-time recovery code. How do I login?
- Can I log in using SAML SSO?
- Is Claimable SOC 2 Compliant?
- How do I integrate Claimable with third-party tools?
- Can I integrate Claimable with Google Forms?
- Can I send contacts into Claimable from Hubspot?
- Can I integrate Claimable with Slack?
- How do I access the Claimable API?
- Does Claimable link or integrate with insurer systems?
- Can I use Zapier to integrate Claimable with other tools?