Adding Notes & Media to a Room (Web App)

In this article:

• Adding Room Notes
• Using Note Templates
• Adding Photos & Videos to a Room

You can add photos, text, videos, and Matterport models to any room in the claim. Typically these notes and media will have information that is specific to the room. *Notes that are more general in content or "claim level" should be placed in the General Notes area.

Start by opening the room where you wish to add notes or media. Navigate to the Structures & Rooms tab and then select a room.

Adding Room Notes

Notes are ideal for capturing in-depth details about the structure and the loss for your room documentation; things like Pre-Existing Damage, Cause of Loss, Structural Damage, and so on.

Ideally, your field teams will be capturing this information in the mobile app. However, if needed, you can add and edit notes from the web app.

In many cases, you'll be working with media that already exists on the claim rather than adding it yourself. For example, you may want to create notes using room photos that a field user forgot or neglected to label.

To add a note:

1. Click Add Note.
2. Enter a title and/or description.
3. (Optional) You can add media to the note if you like:
   1. Use the + button to upload media from your computer. OR
   2. Click Or Select Existing Media to choose media that already exists on the claim
4. Select the photos/videos you wish to add to the note.
5. Click Save.

Using Note Templates

Your org may have some custom note templates set up to use for common items such as daily summaries, source of loss, structural damage, pre-existing damage, etc. These templates are pre-filled with certain information to make your entry as fast and easy as possible and ensure critical info is not left out.

To use a template in your note, follow these steps:

1. Click Use Template.
2. Select the template you want to use.
3. Click Use.
4. Fill out the note - you can add or remove information to the pre-filled text as needed. Add media to your note if desired.
5. Click Save.

Adding Photos & Videos to a Room

Your field teams will primarily be the ones adding photos and videos to rooms. But every once in a while you may need to hop in and do this. Say you receive photos from the field via email, cloud upload, etc. Or a technician adds photos or videos to the wrong room by mistake.

To add photos to a room, follow these steps:

1. Click Add Photos.
2. Choose how you wish to add media:
   1. Use the + button to upload photos from your computer.
   2. Click Or Select Existing Media to use photos from elsewhere on the claim.
3. Choose the photos you wish to bring into the room.
4. Click Save.

To add videos to a room, simply use the same as above in the Videos section of the room.

Updated August 17, 2023 18:22