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XactContents version 28 Training

  • Introduction

    • Lesson 1: Getting Started
      • What is XactContents?
      • Login and the Xactware ID
      • The Control Center & Assignments
    • Lesson 2: Interview
      • The Interview Tab
      • The Keyword Search
      • Vendor Items
      • Modifying Item Details
    • Lesson 3: Review & Complete
      • Marking Estimates Complete
      • Reports: Contents
    • Practice Exercise/Assessment
  • Fundamentals

    • Lesson 1: Getting Started
      • Creating XactContents Projects
      • Downloading Price Lists
      • The Claim Info Tab
      • Coverages
      • Sublimits
    • Lesson 2: Inventory
      • The Inventory Tab
      • Grouping Folders
      • Adding Inventory Items
      • The Summary View
    • Lesson 3: Pricing
      • The Pricing Tab
      • Combined Items
      • General Quote Items
    • Lesson 4: Review & Complete
      • Approving Items
      • Audit Violations
      • Reports: Contents Age
    • Practice Exercise/Assessment
  • Proficiency

    • Lesson 1: Getting Started
      • Creating a New Coverage
      • Advanced Payments
    • Lesson 2: Inventory
      • The XactContents Import Template
      • Import from Excel
      • Moving Items between Groups
      • Drag and Drop Sorting
      • Re-sequencing Line Items
    • Lesson 3: Pricing
      • Skip Pricing
      • View Column Filters
      • Refine Search Results
      • View and Compare Features
      • System Notes
    • Lesson 4: Review & Complete
      • Approving Items
      • Audit Violations
      • Reports: Contents Detail
    • Practice Exercise/Assessment
  • Mastery

    • Lesson 1: Getting Started
      • Sublimit Macros
    • Lesson 2: Inventory
      • Starting Collaboration
      • Receiving Collaboration
      • Distributing Claims Individually
      • Distributing Claims Evenly
      • Claim Dashboard
    • Lesson 3: Pricing
      • Receiving Distributed Items
      • Requesting Additional Info
      • Receiving Additional Info
      • External Item Sources
      • Matching Vendor Items
      • Emailing Vendor Item Links
    • Lesson 4: Review & Complete
      • Global Changes
      • View Filters
      • Enter Selector Description
      • Audit Violations
      • Return to In-Progress Status
      • Reports: Cost Comparison
    • Assessment
  • Payment Tracker

    • Lesson 1: Getting Started
      • Group By
    • Lesson 2: User Interface
      • Payment Tracker Layout
      • Column Layout
    • Lesson 3: Payments
      • Advance Payments
      • Total ACV Settlement
    • Lesson 4: Entering Receipts
      • Entering Receipts
      • Partial Receipts
      • Grouping Payments
      • Pay RC Benefits
      • Supplements/Corrections
      • Override Deferred Amount
    • Lesson 5: Reports
      • Printing
      • History
    • Practice Exercise/Assessment