02 · Work the file

Your Cases

Move appraisals from intake to close: parties, status, custom fields, stakeholders, notes, and the trash bucket.

12 articles in this section

Start here

Walk through every status on an appraisal, what triggers the next move, and how the carrier and insured paths diverge.

All articles

Detailed guide to creating appraisal cases with all available options.

The status workflow and what each status means for your cases.

Navigate the appraisal detail page and its tabs.

Add and manage carriers, adjusters, appraisers, and umpires on your cases.

Carrier Appraiser vs Insured Appraiser and how it affects your workflow.

Create and apply tags to organize and filter your appraisals.

How to delete an appraisal and what happens to related data.

View and manage damage estimates on your appraisals, including Xactimate line items, PDF extraction, and catalog search.

Create user-defined fields to capture additional information on your appraisals.

The difference between case parties and stakeholders, how multi-add works, and exactly who gets CC'd on every outbound message.

Deleting an appraisal moves it to a 30-day trash bucket. Restore anytime in that window. After 30 days it is permanently purged.