Claim Editor

Access the Claim Editor by selecting Insurance Claims in the Inventory Explorer, then double-clicking the claim of interest from the Browse View (you may also access the editor by selecting the Edit... button in the Details View or by right-clicking on the claim and selecting Edit... from the menu that appears).

The Claim Editor is separated into two parts: Details and Media. Use the tabs at the top of the details portion of the window to navigate between the Details, Incident, Objects sections.

You can open the details of a specific tab by double-clicking on it. For example, double-click on Incident to open the Incident tab in the Claim Editor.

Attach various forms of media on the right.  Include photographs or film of any damage. Scan or photograph any supporting documentation such as adjuster reports and settlement documentation from your insurance company.

Navigate from one image to the next using the left and right arrows. For more information, see Attaching Media.

Details

Claim Name

Give your claim a meaningful name (e.g. April 2007 Flood, Broken Kitchen Window).

Claim Number

Enter the claim number as noted on your document.

Policy

Click on the [image] to open the Insurance Policies window. Select the policy you are making your claim on and click OK.

Date of Claim

Note the date your claim was submitted. You may enter the date of your claim by either typing it out or by using the calendar popup.

Total Amount Claimed

Enter the total amount claimed for all objects lost or damaged in this incident claim.

Adjuster

Enter the name of the individual handling your claim.

Notes

Enter any additional information pertaining to your insurance claim.

Incident

Date

Note the date the incident occurred. You may enter the date of the incident by either typing it out or by using the calendar popup.

Report Number

Enter the number of the police incident report.

Description

Describe the incident that prompted your claim.

Objects

You will want to associate objects in your inventory to your insurance claim. Create a list of the objects by clicking on the Add Object button. Scroll through the All Objects window to locate the object you wish to include in the claim. Note that you may select multiple objects at a time by using the CTRL and/or SHIFT keys. After you have made your selection, click OK.

Note whether the claim type is loss or damage by first selecting the object then clicking on either Loss or Damage at the bottom of the window.

Remove items by selecting them and clicking on the Remove Object button.