1. FileTrac Evolve Support Portal
  2. Solution home
  3. Getting to know FileTrac
  4. Settings Page

Managing Loss Types and Unit Types (Admin Only)

Table of Contents:

I. Loss Type

II. Unit Type

I. Loss Type:  To add and manage the different types of loss that your company handles such as Fire, Flood, Hail, etc.:

1. Click on the Settings tab

2. Click on Loss Type

3. Check the box and enter the new Loss Type

4. Click Add/Save Changes


II. Unit Type: To add all of the different types of Units for the claims that you are handling (Residential, Commercial, etc):

1. Click on the Settings tab

2. Click on Unit Type

3. Check the box and enter the new Unit Type

4. Click Add/Save Changes





Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article