Table of Contents
- Logging into the FileTrac4Outlook Tool
- Activating the FileTrac4Outlook Tool
- Locating FileTrac4Outlook Tool in Outlook
- Company Key and other user credentials
- Uploading
- Entering File# or Claim#
- Verifying Claim Data
- Selecting Report Type/Report Name
- Setting Report Date
- Selecting Attachments
- Setting Upload Options
- Emailing Adjuster about posting the email
- Set email attachment as main report
- Converting attachments to PDF
- Upload Email as PDF Bundle
- Setting PDF Bundle order
- Uploading Email Attachments as Report Attachments
- Uploading Email Attachments as a Zip File
- Uploading Email Attachments as individual reports
- Changing individual report names for each attachment
- Including Email header with Upload
- Uploading Email now or Adding Email to Queue
- Verifying Upload is complete
- Uploading from Queue
- Viewing Queue list
- Selecting Items from Queue list
- Uploading email on Queue list
- Verifying Upload is complete
- Editing emails in the Queue list
- Deleting emails from Queue list
- Entering File# or Claim#
- Email Log
- Selecting Log Date
- Sending Log Email
