filmov
tv
Xact Hacks | Token Driven Opening Statement
Показать описание
In this episode of Xact Hacks, Harrison shows you how to create opening statements that auto-populate information using the tokens included in the Xactimate software. Subscribe to be notified of new Xact Hacks releases (every Thursday)!
WRITTEN EXPLANATION:
Within the estimate, under the Claim Info tab select Parameters. Towards the bottom there will be a section called Opening Statement. You can either hit Edit to edit that estimate specific opening statement, or Model to establish one that you can use on every estimate. The T button at the top of the next menu contains the tokens. These will draw information from the estimate (customer info, agent info, adjuster info, estimator info, etc. Check out the tokens for yourself to see them all! When you generate a report and include the opening statement, the tokens will fill in with the correct info from the estimate.
WRITTEN EXPLANATION:
Within the estimate, under the Claim Info tab select Parameters. Towards the bottom there will be a section called Opening Statement. You can either hit Edit to edit that estimate specific opening statement, or Model to establish one that you can use on every estimate. The T button at the top of the next menu contains the tokens. These will draw information from the estimate (customer info, agent info, adjuster info, estimator info, etc. Check out the tokens for yourself to see them all! When you generate a report and include the opening statement, the tokens will fill in with the correct info from the estimate.
0:03:22
Xact Hacks | Token Driven Opening Statement
0:06:55
Xact Hacks | Integrating Tokens with Microsoft Office
0:07:57
Xact Hacks | Formatting Estimates
0:06:29
Xact Hacks | Create A New Line Item
0:06:36
Xact Hacks | Line Item Notes: SmartList
0:04:25
The XAct tokens
0:03:30
Xact Hacks | Supporting Events
0:02:38
Xact Hacks | Opens Off Screen
0:03:03
Xact Hacks | Creating a Custom Material-Only Line Item
0:04:10
Xact Hacks | Sketch Template Gallery in X1
0:04:27
Importing & Deleting the new Token Reports
0:00:11
VAPING GAVE US CANCER #stopvaping
0:01:00
How hackers gain access to your system
0:01:00
How do hackers get into your account?
0:02:52
The Importance of Estimating Structure - Headers and F9 Notes in Xactimate Insurance Claims
0:00:42
how to trick a cash-to-coin machine
0:03:34
Xpert Tip: How to Request A New Copy of an Assignment from Xactimate to XactAnalysis
0:00:12
IIT Bombay Lecture Hall | IIT Bombay Motivation | #shorts #ytshorts #iit
0:25:53
How to data transfer in Xactimate (Xactimate)
0:28:45
An introduction to the new menus in Xactimate X1 versus Xactimate 28 (Xactimate)
0:22:33
Xactimate Report Editor
0:06:55
LABOR BURDEN: The Claim Secret Weapon
0:01:30
Xactimate Xpert Tip: Export and Import .ESX Files in Xactimate Desktop
0:02:33
Uploading and downloading project from the cloud in Xactimate X1 (Xactimate)
Комментарии