- General
- FileTrac Evolve - The Platform
- New Releases and Announcements
- Getting to know FileTrac
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 and Branches 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
Financials, Billing, Invoicing & Timelogs
- Adding Time & Expenses to a Claim
- Authority Levels - Setting Limits for Users
- Billing from Start to Finish
- Check Manager
- Claim Payments Entered in Reserves
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