Answers to frequently asked questions.
By Miles and 4 others5 authors103 articles
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?
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?
How do I lookup an address?
How do I deactivate the address lookup function?
Does Claimable have an API
How do I know if a claim is open or closed?
Can I customise the claims list/view columns?
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 Inspector?
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?
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 remove a contact from a claim?
How do I link a contact to a claim?
How do I delete a contact?
How do I apply/remove a label to a contact?
How do I search contacts?
How do I export contacts?
How do I add notes to a contact?
How do I add custom contact roles?
How do I add custom contact liabilities?
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?