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Passwords and Blocked Accounts
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Account & Billing FAQ
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Create & Update User Accounts in Claims Workspace™
Getting Started & Support
Everything you need to get started with Cotality. This section includes account registration, setup and billing help, admin support, contact options, system status, and key policies.
Claims Workspace™ & Estimate™ Help
This category provides resources and guidance (such as job aids and user guides) on using Claims Workspace™ and Claims Estimate™ tools. These tools help streamline the claims process by enabling efficient estimate creation, collaboration, and management. Note: Some articles may only be accessible while logged in.
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New Payment Tracker (Claims Workspace) (8.5)
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Cotality Contents Solution (Estimate and Claims Workspace) (8.5)
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Enabling Roof Waste Calculator in Workspace™ (8.4)
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Claims Workspace™ vs. Claims Estimate™: Key Differences and Use Cases
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Why do I see a "Full image not uploaded" or "Documents not uploaded" message?
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Printing FAQs
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How to Work with Assignments in Claims Workspace
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Viewing Assignments in Claims Workspace
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The Global Assignments List
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Search for Claims in Claims Workspace and Estimate
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How to set up and use the Material Rollout Calculator
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How to make round shapes in Claims Estimate
Documentation & Technical Resources
Useful documents and resources specifically for helpdesks and advanced users willing to manage their own issues.
Release Notes, Software & Database Updates
What you need to know about updates to Claims Workspace, Claims Estimate, CAPTURE, and other useful information on related software.