FAQ

How can I get help from Claimable?

Written by Miles
Updated over a week ago

How can I change my price plan?

Written by Elisa
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
Updated over a week ago

How do I configure Claimable to use my local currency?

Written by Miles
Updated over a week ago

How do I create a label?

Written by Miles
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
Updated over a week ago

How do I sort data?

Sort claims, tasks, contacts & companies

Written by Elisa
Updated over a week ago

In what formats can I export my data?

Written by Miles
Updated over a week ago

What is a claim template?

Written by Miles
Updated over a week ago

Can I add custom incident types?

Written by Miles
Updated over a week ago

Can I use Claimable on my mobile device?

Written by Elisa
Updated over a week ago

Can I add custom damage types?

Written by Miles
Updated over a week ago

How can I change my notification preferences?

Written by Elisa
Updated over a week ago

How do I lookup an address?

Written by Elisa
Updated over a week ago

How do I deactivate the address lookup function?

Written by Elisa
Updated over a week ago

Does Claimable have an API

Written by Elisa
Updated over a week ago

How do I know if a claim is open or closed?

Written by Miles
Updated over a week ago

How do I apply/remove a label to a claim?

Written by Patty
Updated over a week ago

What is a claim type?

Written by Miles
Updated over a week ago

What is an incident type?

Written by Miles
Updated over a week ago

What is a damage type?

Written by Miles
Updated over a week ago

How do I change the claim type?

Written by Miles
Updated over a week ago

How do I add a note to a claim?

Written by Miles
Updated over a week ago

How do I assign a claim to a member of my team?

Written by Miles
Updated over a week ago

How do I appoint a supplier to a claim?

Written by Elisa
Updated over a week ago

How do I remove an appointed supplier from a claim?

Written by Miles
Updated over a week ago

How do I close a claim?

Written by Miles
Updated over a week ago

How do I link a broker to a claim?

Written by Elisa
Updated over a week ago

How do I link an insurer to a claim?

Written by Elisa
Updated over a week ago

How do I reopen a claim?

Written by Miles
Updated over a week ago

Can I hide the Claim Inspector?

Written by Miles
Updated over a week ago

Can I edit the claim type once a claim is created?

Written by Elisa
Updated over a week ago

How do I duplicate a claim?

Written by Miles
Updated over a week ago

Will "New Claim" and "Claim Assignment" notifications be sent for duplicated claims?

Written by Miles
Updated over a week ago

Can I store bank/payment details for claimants?

Written by Miles
Updated over a week ago

How do I delete a claim?

Written by Miles
Updated over a week ago

How do I send a new message?

Written by Elisa
Updated over a week ago

How do I add a participant to a conversation?

Written by Elisa
Updated over a week ago

How do I remove participants from a conversation?

Written by Elisa
Updated over a week ago

How do I save a message as a draft?

Written by Elisa
Updated over a week ago

How do I open or close a conversation?

Written by Elisa
Updated over a week ago

How do I mark a message as new?

Written by Elisa
Updated over a week ago

How do I pin/unpin a conversation?

Written by Elisa
Updated over a week ago

How do I delete a message?

Written by Elisa
Updated over a week ago

Why is a conversation unlinked?

Written by Miles
Updated over a week ago

How do I see which claims have open conversations?

Written by Elisa
Updated over a week ago

Can I add a footer to outgoing emails?

Written by David
Updated over a week ago

Can I change my Claimable email address?

Written by Elisa
Updated over a week ago

How do I change my messages From Name Format?

Written by Elisa
Updated over a week ago

How do I change my Message Signature in Claimable?

Written by Elisa
Updated over a week ago

How do I create a task?

Written by Elisa
Updated over a week ago

How do I re-order tasks in the Claim Checklist?

Written by Elisa
Updated over a week ago

How do I add a description to a task?

Written by Elisa
Updated over a week ago

How do I assign a task to a colleague?

Written by Elisa
Updated over a week ago

Can I change the due date of a task?

Written by Elisa
Updated over a week ago

How do I apply a label to a task?

Written by Elisa
Updated over a week ago

How do I complete a task?

Written by Miles
Updated over a week ago

How do I receive the Claimable Daily?

Written by Elisa
Updated over a week ago

How do I remove a contact from a claim?

Written by Elisa
Updated over a week ago

How do I link a contact to a claim?

Written by Elisa
Updated over a week ago

How do I delete a contact?

Written by Elisa
Updated over a week ago

How do I apply/remove a label to a contact?

Written by Elisa
Updated over a week ago

How do I search contacts?

Written by Elisa
Updated over a week ago

How do I export contacts?

Written by Elisa
Updated over a week ago

How do I add notes to a contact?

Written by Elisa
Updated over a week ago

How do I add custom contact roles?

Written by Elisa
Updated over a week ago

How do I add custom contact liabilities?

Written by Elisa
Updated over a week ago

What kind of documents can I upload?

Written by Elisa
Updated over a week ago

Can I upload multiple documents at the same time?

Written by Elisa
Updated over a week ago

How do I sort/order documents?

Written by Elisa
Updated over a week ago

How do I delete a document?

Written by Miles
Updated over a week ago

How do I edit a note?

Written by Elisa
Updated over a week ago

How do I pin/unpin a note?

Written by Elisa
Updated over a week ago

How do I export notes?

Written by Elisa
Updated over a week ago

How do I search for a note?

Written by Elisa
Updated over a week ago

How do I delete a note?

Written by Elisa
Updated over a week ago

How do I change the visibility of a note?

Written by Elisa
Updated over a week ago

How do I delete a comment?

Written by Elisa
Updated over a week ago

How do I add a new company?

Written by Miles
Updated over a week ago

How do I add a label to a company?

Written by Elisa
Updated over a week ago

How do I add notes to a company?

Written by Elisa
Updated over a week ago

How do I add a contact to a company?

Written by Elisa
Updated over a week ago

How do I add a custom company type?

Written by Elisa
Updated over a week ago

How do I add documents to a company?

Written by Elisa
Updated over a week ago

What is the GDPR?

Written by Elisa
Updated over a week ago

Who is affected by the GDPR?

Written by Elisa
Updated over a week ago

How can I invite users to my Claimable account?

Written by Elisa
Updated over a week ago

How do I deactivate a user?

Written by Elisa
Updated over a week ago

How do I add another user?

Written by Miles
Updated over a week ago

How do I change my company's Brand Name?

Written by David
Updated over a week ago

How do I reset my password?

Written by Miles
Updated over a week ago

How can I change my password?

Written by Elisa
Updated over a week ago

How do I enable multi-factor authentication?

Written by Miles
Updated over a week ago

I've got a new phone, how do I update multi-factor authentication?

Written by Miles
Updated over a week ago

How do I disable multi-factor authentication

Written by David
Updated over a week ago

I can't generate or receive login codes. How do I get past multi-factor authentication?

Written by Miles
Updated over a week ago

I've lost my one-time recovery code. How do I login?

Written by Lizzie
Updated over a week ago

Can I log in using SAML SSO?

Written by Elisa
Updated over a week ago