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FAQ
FAQ
Answers to frequently asked questions.
+1
82 articles in this collection
Written by
Miles Tinsley,
Patricia Cupueran,
Elisa Cazzola
and 1 other
General
How can I get help from Claimable?
Written by
Miles Tinsley
Updated over a week ago
How can I change my price plan?
Written by
Elisa Cazzola
Updated over a week ago
How do I upgrade/activate my free trial account?
Activate your trial to continue using Claimable right away.
Written by
Elisa Cazzola
Updated over a week ago
How can I invite users to my Claimable account?
Written by
Elisa Cazzola
Updated over a week ago
How do I configure Claimable to use my local currency?
Written by
Miles Tinsley
Updated over a week ago
How do I add another user?
Written by
Miles Tinsley
Updated over a week ago
How do I create a label?
Written by
Miles Tinsley
Updated over a week ago
How do I reorder filters and labels?
Drag-and-drop filters and labels to reorder the list.
Written by
Miles Tinsley
Updated over a week ago
How do I reset my password?
Written by
Miles Tinsley
Updated over a week ago
In what formats can I export my data?
Written by
Miles Tinsley
Updated over a week ago
What is a claim template?
Written by
Miles Tinsley
Updated over a week ago
Can I add custom incident types?
Written by
Miles Tinsley
Updated over a week ago
Can I use Claimable on my mobile device?
Written by
Elisa Cazzola
Updated over a week ago
Can I add custom damage types?
Written by
Miles Tinsley
Updated over a week ago
How can I change my password?
Written by
Elisa Cazzola
Updated over a week ago
How can I change my notification preferences?
Written by
Elisa Cazzola
Updated over a week ago
How do I deactivate a user?
Written by
Elisa Cazzola
Updated over a week ago
How do I lookup an address?
Written by
Elisa Cazzola
Updated over a week ago
How do I deactivate the address lookup function?
Written by
Elisa Cazzola
Updated over a week ago
Claims
How do I know if a claim is open or closed?
Written by
Miles Tinsley
Updated over a week ago
How do I apply/remove a label to a claim?
Written by
Patricia Cupueran
Updated over a week ago
What is a claim type?
Written by
Miles Tinsley
Updated over a week ago
What is an incident type?
Written by
Miles Tinsley
Updated over a week ago
What is a damage type?
Written by
Miles Tinsley
Updated over a week ago
How do I add a note to a claim?
Written by
Miles Tinsley
Updated over a week ago
How do I assign a claim to a member of my team?
Written by
Miles Tinsley
Updated over a week ago
How do I appoint a supplier to a claim?
Written by
Elisa Cazzola
Updated over a week ago
How do I remove an appointed supplier from a claim?
Written by
Miles Tinsley
Updated over a week ago
How do I close a claim?
Written by
Miles Tinsley
Updated over a week ago
How do I link a broker to a claim?
Written by
Elisa Cazzola
Updated over a week ago
How do I link an insurer to a claim?
Written by
Elisa Cazzola
Updated over a week ago
How do I reopen a claim?
Written by
Miles Tinsley
Updated over a week ago
Can I hide the Claim Inspector?
Written by
Miles Tinsley
Updated over a week ago
Can I edit the claim type once a claim is created?
Written by
Elisa Cazzola
Updated over a week ago
How do I duplicate a claim?
Written by
Miles Tinsley
Updated over a week ago
Will "New Claim" and "Claim Assignment" notifications be sent for duplicated claims?
Written by
Miles Tinsley
Updated over a week ago
How do I delete a claim?
Written by
Miles Tinsley
Updated over a week ago
Can I store bank/payment details for claimants?
Written by
Miles Tinsley
Updated over a week ago
Messages
Can I add a footer to outgoing emails?
Written by
David Lawrence
Updated over a week ago
Can I change my Claimable email address?
Written by
Elisa Cazzola
Updated over a week ago
How do I add a participant a conversation?
Written by
Elisa Cazzola
Updated over a week ago
How do I remove participants from a conversation?
Written by
Elisa Cazzola
Updated over a week ago
How do I pin/unpin a conversation?
Written by
Elisa Cazzola
Updated over a week ago
How do I change my messages From Name Format?
Written by
Elisa Cazzola
Updated over a week ago
How do I change my Message Signature in Claimable?
Written by
Elisa Cazzola
Updated over a week ago
Tasks and Checklist
How do I create a task?
Written by
Elisa Cazzola
Updated over a week ago
How do I re-order tasks in the Claim Checklist?
Written by
Elisa Cazzola
Updated over a week ago
How do I add a description to a task?
Written by
Elisa Cazzola
Updated over a week ago
How do I assign a task to a colleague?
Written by
Elisa Cazzola
Updated over a week ago
Can I change the due date of a task?
Written by
Elisa Cazzola
Updated over a week ago
How do I apply a label to a task?
Written by
Elisa Cazzola
Updated over a week ago
How do I complete a task?
Written by
Miles Tinsley
Updated over a week ago
How do I receive the Claimable Daily?
Written by
Elisa Cazzola
Updated over a week ago
Contacts
How do I remove a contact from a claim?
Written by
Elisa Cazzola
Updated over a week ago
How do I link a contact to a claim?
Written by
Elisa Cazzola
Updated over a week ago
How do I delete a contact?
Written by
Elisa Cazzola
Updated over a week ago
How do I apply/remove a label to a contact?
Written by
Elisa Cazzola
Updated over a week ago
How do I search contacts?
Written by
Elisa Cazzola
Updated over a week ago
How do I export contacts?
Written by
Elisa Cazzola
Updated over a week ago
How do I add notes to a contact?
Written by
Elisa Cazzola
Updated over a week ago
How do I add custom contact roles?
Written by
Elisa Cazzola
Updated over a week ago
How do I add custom contact liabilities?
Written by
Elisa Cazzola
Updated over a week ago
Documents
What kind of documents can I upload?
Written by
Elisa Cazzola
Updated over a week ago
Can I upload multiple documents at the same time?
Written by
Elisa Cazzola
Updated over a week ago
How do I sort/order documents?
Written by
Elisa Cazzola
Updated over a week ago
How do I delete a document?
Written by
Miles Tinsley
Updated over a week ago
Notes
How do I edit a note?
Written by
Elisa Cazzola
Updated over a week ago
How do I pin/unpin a note?
Written by
Elisa Cazzola
Updated over a week ago
How do I export notes?
Written by
Elisa Cazzola
Updated over a week ago
How do I search for a note?
Written by
Elisa Cazzola
Updated over a week ago
How do I delete a note?
Written by
Elisa Cazzola
Updated over a week ago
How do I change the visibility of a note?
Written by
Elisa Cazzola
Updated over a week ago
How do I delete a comment?
Written by
Elisa Cazzola
Updated over a week ago
Companies
How do I add a new company?
Written by
Miles Tinsley
Updated over a week ago
How do I add a label to a company?
Written by
Elisa Cazzola
Updated over a week ago
How do I add notes to a company?
Written by
Elisa Cazzola
Updated over a week ago
How do I add a contact to a company?
Written by
Elisa Cazzola
Updated over a week ago
How do I add a custom company type?
Written by
Elisa Cazzola
Updated over a week ago
How do I add documents to a company?
Written by
Elisa Cazzola
Updated over a week ago
GDPR
What is the GDPR?
Written by
Elisa Cazzola
Updated over a week ago
Who is affected by the GDPR?
Written by
Elisa Cazzola
Updated over a week ago
Settings
How do I change my company's Brand Name?
Written by
David Lawrence
Updated over a week ago