1. FileTrac Evolve Support Portal
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  3. FileTrac Evolve - The Platform
  4. Account Settings

Account Settings - Representative Information

Editing an Existing Contact:




To edit an existing contact, please click on the pencil located underneath the contact you wish to alter. Then you will need to make any necessary changes to the contact. Once complete please select "Save" which will trigger any changes to go into effect.


Adding a New Contact:


To add a new contact, please click on the plus sign "+" located to the right of "Representative Information". Then you see a pop up and will need to enter the necessary information to the contact. Once complete please select "Save" which will trigger the contact to save on your account.


Deleting a Contact:


To delete a contact, please click on the trash can icon located underneath the contact you wish to delete. Once done, you will need to verify that you wish to delete this contact and select "Delete". Once deleted the contact will be erased from your account. 


***Please note you can ONLY delete additional contacts. A primary contact is required for your profile. 

 

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