For items lost, stolen or damaged, a claim lists only those items — nothing else in your catalog is disclosed — valued as they were before the loss.
- Open Reports → Prepare a claim…, or select the items in Holdings and choose Start a claim….
- Tick the items the claim is for (Find items… narrows the list) and choose Preview the claim.
- Fill in The claim: Date of loss, Claim number, Insurer, Policy number, Your name and What happened. These go on the document only; they are not saved.
- Choose what to include — photos, receipts and appraisals, how values were reached, every value on record, storage locations.
- Review the preview, then Print or save as PDF.
Values are those recorded on or before the date of loss. If an item has none, the preview says so — record a value with an earlier date if you have a receipt or appraisal.
Sending the paperwork
Save receipts & photos… decrypts the chosen items' receipts, appraisals and certificates — and photos, if included — into a new folder to send with the claim.