FAQ

Answers to frequently asked questions.

73 articles in this collection
Written by Miles Tinsley, Patricia Cupueran, and Elisa Cazzola

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 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

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

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