- General
- FileTrac Evolve - The Platform
- New Releases and Announcements
- Getting to know FileTrac
- FAQs:
- HOVER Integration
- Integrations
Getting to know FileTrac
Support pages can be found in folders organized by category.
How to Set up your FileTrac System
- Quick Guide to Setting Up Your FileTrac System
- Companies Setup
- Settings Page Index
- Common/Standard Services and Fees with Adjuster Payouts
- Common/Standard Fee Schedule with Adjuster Payouts
Adjusters Only
- Adjusters - Introduction to FileTrac for Adjusters
- Alerts and Reminders for Adjusters
- Bundling Documents for Adjusters
- Contacts and Template Letters for Adjusters
- Document Library for Adjusters
Alerts, Reminders and General Messages
Companies Page
FileTrac Tools
- FileTrac4Outlook Tool Installation Guide
- FileTrac Word Add-in Tool: Creating & Uploading Templates to FileTrac
- FileTrac Word Add-in Tool Token List
- FileTrac4Outlook Tool Reference Guide
- FileTrac Document Editor Installation and Instructions
Financials, Billing, Invoicing & Timelogs
- Adding Time & Expenses to a Claim
- Authority Levels - Setting Limits for Users
- Billing from Start to Finish (Overview/workflow)
- Check Manager
- Claim Payments Entered in Reserves
Integrations
- Claims Standard Import Template
- Personnel Manager Standard Import Template
- Symbility Bridge Documentation and Specifications
- Torrent
- XactAnalysis Bridge Activation Instructions
Miscellaneous
- Document Library - Client Specific
- Documents - Viewing & Uploading to a Claim
- Documents - Viewing, Uploading & Bundling
- Having Trouble Closing a Claim?
- Labeling and Bundling Photos
Personnel Manager
Reports
Transitioning to the Latest Version of FileTrac
- Alert Emulation- Admin Users Only
- Claim Review Process
- Claims Rep Managers w/Access to Multiple Companies
- Claims Standard Import Template
- Manage Storms
Settings Page
- Settings Page Index
- Sales Tax Rate
- Adjuster Payout Worksheet and Payout Link Visibility
- Line Item Credits
- Generating a Word Template in a Claim