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Sending a smart form from Mitigate to XactAnalysis

Question

  • Mitigate (fka MICA) smart form is blank in XA / not sending to Xactanalysis
  • Smart form update not sending to XA / showing blank
  • How to send a smart form from Mitigate (fka MICA) to Xactanalysis

 


Answer

  1. Go to the forms tab on the job in Mitigate (fka MICA)
  2. Fill out the form and save your changes
  3. Export the loss to the Mitigate (fka MICA) cloud
  4. Go to the reports tab in Mitigate (fka MICA)
  5. Click upload to XA and choose the Work Auth and Forms tab
  6. Then click Download (to make sure it's filled out) or upload to XA
  7. Next, verify that it says sent to XA in XA tab



 

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