Overview
Jurisdictions can be added for the purpose of creating a Word template with the jurisdiction information. The jurisdiction information will be pulled into the Word template based on the Loss Location city of a given claim. For instructions on creating Word template documents, click the following link:
FileTrac Word Add-in Tool: Creating & Uploading Templates to FileTrac : Evolution Global - FileTrac CMS Support (freshdesk.com)
If you have already installed the FileTrac Word Add-in Tool and would like further information regarding how to add and manage Municipal Jurisdiction information in FileTrac to be used in a Word template, follow the instructions below.
To Add a Jurisdiction
1. Click on Settings
2. Click on Municipal Jurisdictions
3. Click on Manage Jurisdictions
4. Add the Jurisdiction City, State, and Zip.
5. Then enter the information for that Jurisdiction's Police Department, Fire Department, Building Commissioner, and/or Board of Health/Board of Selectmen.
6. Click Save
To Edit an Existing Jurisdiction
1. Follow steps 1-3 in the previous section above
2. Then click on Existing Jurisdictions
3. Select the Jurisdiction that changes need to be made for
4. Make the changes, then click Save