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Quick Guide to Setting Up Your FileTrac System


When setting up your FileTrac system, it is important to take the time to review the training pages in order to understand how best to set up your system to maximize the efficiency of your business processes.  

This document is meant to be used as a guide for companies setting up their FileTrac system.  There is no specific order that you are required to work in setting up your system; however, this document does help to provide guidance to ensure your system is set up correctly and efficiently.

Companies Page 

The Companies page is where you will enter your client companies.  Click on the following link for the step-by-step instructions for adding Companies and Branches to your FileTrac system: 

Companies and Branches Setup : FileTrac Support (freshdesk.com)


Settings Page 

The Settings page is where you will configure and manage your company settings and defaults that will drive your FileTrac system.  Only an Admin user can access this page.  

Work through each section completing as much information as possible.  If you don’t have all the information to complete each section, you can always come back and make edits/changes. 

Settings Page Index : FileTrac Support (freshdesk.com) 

Fee Schedules and Service Fees 

General Services and Fee Schedules that apply to most of your clients can be created and configured under the Settings page.  *Services and Fee Schedules that are customized for a certain client can be created and configured under the Companies page.

Creating Standard Services and Fees (Settings Page- Admin Only) : FileTrac Support (freshdesk.com)

Creating a Common Fee Schedule (Settings Page- Admin Only) : FileTrac Support (freshdesk.com)

Custom Services for Companies : FileTrac Support (freshdesk.com)

Creating a Custom Fee Schedule for a Company : FileTrac Support (freshdesk.com) 

Personnel Manager 

The Personnel Manager page is where you will add new Users, edit/update User Profiles, and set Alerts.  Click the following link for instructions on how to add users:

Adding New Users : FileTrac Support (freshdesk.com) 

Adjuster Payouts

If you are utilizing FileTrac to track payments to your adjusters, you will want to set up the Adjuster Payouts.  You will be unable to run billing for an adjuster until the payout has been set up. 

Setting up Adjuster Payouts : FileTrac Support (freshdesk.com) 

After you have worked through these training pages, you are well on your way to completing your setup!  Please refer to our Support Portal for additional training documents. 



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