02 · Work the file
Your Cases
Move appraisals from intake to close: parties, status, custom fields, stakeholders, notes, and the trash bucket.
14 articles in this section
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Creating a New Appraisal
Detailed guide to creating appraisal cases with all available options.
Understanding Appraisal Statuses
The status workflow and what each status means for your cases.
Appraisal Detail Page Overview
Navigate the appraisal detail page and its tabs.
Managing Parties
Add and manage carriers, adjusters, appraisers, and umpires on your cases.
Understanding Representing Party
Carrier Appraiser vs Insured Appraiser and how it affects your workflow.
Using Tags for Organization
Create and apply tags to organize and filter your appraisals.
Deleting an Appraisal
How to delete an appraisal and what happens to related data.
Estimate Management
View and manage damage estimates on your appraisals, including Xactimate line items, PDF extraction to a ready-to-import ESX file or coded spreadsheet, and catalog search.
Custom Fields
Create user-defined fields to capture additional information on your appraisals.
Stakeholders, Parties, and Who Gets Notified
The difference between case parties and stakeholders, how multi-add works, and exactly who gets CC'd on every outbound message.
Deleted Appraisals: The 30-Day Trash Bucket
Deleting an appraisal moves it to a 30-day trash bucket. Restore anytime in that window. After 30 days it is permanently purged.
Sharing Documents With the Panel
Share documents straight to the opposing appraiser and umpire's own portal, control exactly who sees each one, and see when they open it.
What the Opposing Appraiser and Umpire See (Case Room)
How the opposing appraiser and umpire experience panel.awardlettr.com: signing in, viewing shared documents, uploading their own, and the panel conversation.