Creating a Claim from an External Assignment (Web App)

Once you have set up your external assignments to pull from XactAnalysis, you can start creating claims from your incoming assignments.

*Note that users need Standard permissions or higher to do this.

Watch the video or refer to the instructions below.

Creating a New Claim

1. Open the External Assignments tab.
2. Select the incoming assignment from the list.
3. Click Create New Claim.
4. Enter any additional claim details as desired and click Create Claim.

Merging with an Existing Claim

If you've already set up an Encircle file for this job, you can merge the incoming assignment with an existing Encircle claim.

1. Click the Merge into existing claim checkbox.
2. Use the search bar to find a claim with the same name, address, claim number, etc.
3. Select the claim with matching job details.
4. Click Merge.

Updated July 17, 2024 05:02