The Xactware Cloud lets you to access projects across multiple devices using Xactimate version 28 desktop, Xactimate mobile, and Xactimate online platforms. This guide will walk you through the basics of using the Xactware Cloud.

Transfer a Claim from Desktop to the Cloud

To upload claims stored in the Projects tab of Xactimate version 28 desktop to the Cloud, click on the claim and click the button.

The data transfer window will open and transfer the file. When it is complete, click OK in the Transfer Complete window.

Sending/Receiving Projects Via the Xactimate Cloud

Xactimate

Transfer Claims Between Xactimate Desktop and Xactimate Online

Claims that are uploaded to the Cloud from Xactimate desktop can be accessed from any machine that is logged in to Xactimate online. Copies of the claims can also be checked-out and downloaded into Xactimate mobile or back into Xactimate version 28 desktop.

After a claim has been uploaded to the Cloud it will be removed from the Local Projects tab in Desktop.

Transfer a Claim from the Cloud to Desktop

Claims stored in the Cloud can be located in Xactimate version 28 on the Cloud subtab in the Project's tab.

To check out a claim on the Cloud subtab, click the button. The claim status will indicate when it has been checked-out.

A claim that has been checked-out cannot be edited in Xactimate online until it has been returned to the Cloud using the steps above.

If a claim cannot be returned to the Cloud, the Xactimate online administrator can break the status manually by right-clicking on the checked out project and clicking Break Checked Out Status*.

*NOTE – It is recommended that you use Break Checked Out Status only as a last resort. It is always best to have the user who has checked-out a claim return it to the Cloud instead. If the checked-out status is broken manually and a user returns the claim, a new claim will be created on the Cloud.

Transfer a Claim from the Cloud to Xactimate mobile

If the Local Projects or New Assignments screen is selected in Xactimate mobile, tap the Projects tab title to open additional options. In the additional options, tap Cloud Projects*.

*NOTE - For Android users: swipe left when viewing local projects to open the Cloud Projects.

A list of the projects stored on the Cloud appears. To download the desired claim, tap the for the desired claim.

The claim then downloads and populates on the Local Projects screen. The status of the claim on Xactimate online changes to Checked-Out while the claim is open in Xactimate mobile.

A claim that has been checked-out cannot be edited in Xactimate online until it has been returned to the Cloud. Instructions to return the file are included below.

If a claim cannot be returned to the Cloud, the Xactimate online administrator can break the status manually by right-clicking on the checked out project and clicking Break Checked Out Status*.

*NOTE – It is recommended that you use Break Checked Out Status only as a last resort. It is always best to have the user who has checked-out a claim return it to the Cloud instead. If the checked-out status is broken manually and a user returns the claim, a new claim will be created on the Cloud.

Transfer a Claim from Xactimate mobile to the Cloud

A claim that has been downloaded to or created in Xactimate mobile can be uploaded to the Cloud, where it will be accessible in Xactimate online, by tapping the button on the Local Projects screen.

Transfer Claims Between Xactimate Online and Xactimate Mobile

Claims stored on the Cloud in Xactimate online can be downloaded to Xactimate mobile. Doing so will change the claim's status in Xactimate online to Checked-Out. Likewise, claims created in Xactimate mobile can be uploaded to the Cloud.

After a claim has been uploaded to the Cloud it will be removed from the Local Projects tab in Xactimate mobile.