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Mobile Access

Overview:

FileTrac is no longer supporting the FileTrac App as it has been replaced with an interface scaled for smart phone screens.  Rather than using an app on your phone, you can connect directly to your company's FileTrac system by simply logging into your account(s) on your mobile device.  

Through the 'Mobile Access' interface, you will be able to update claim notes, upload photos, make time log entries, and access the quick update claim data fields. 

New Users: If you have not yet set up your verification method (method by which you receive your 6-digit code to verify your identity) you will first need to log in from a desktop or laptop and complete this step.  Step-by-step instructions for how to log in to the FileTrac system can be found in the following link: 

How to Log in to the FileTrac System : FileTrac Support (freshdesk.com)

Mobile Access Instructions: Once you have logged into your FileTrac account(s) from a desktop/laptop and set up set up the verification process (if you work for multiple companies, you will need complete this step for each company), you can then proceed with accessing your account(s) on your mobile device.  

Some apps, such as the Auth0 Guardian app, allow you to enable 'push notifications'.  If you wish to enable push notifications, you may do so by navigating to the 'Settings' on your mobile device, choose the app you wish to receive notifications for, and turn notifications 'on'. 

*IMPORTANT Note: 'Push notifications' may not be available for some apps and/or on some devices.  Further information regarding push notifications can be found in the following links:

Apple Users:  Use notifications on your iPhone, iPad, and iPod touch - Apple Support 

Android Users:  Turn App Notifications On / Off - Android | Verizon

The instructions below will guide you through setting up quick and easy access to your FileTrac account(s) from your mobile device:

1. Login from your mobile device via one of the below options:

Option 1- Enter the FileTrac Web Address into the browser on your mobile device

Option 2- Open the email on your mobile phone that you received from your company that contains your FileTrac login information and click on the Web address link (see below):

Option 3- Log in to your company's FileTrac system from your desktop/laptop.  Copy and paste the web address (located at the top of the page) into an email and email it to yourself.  Open the email you sent yourself from your mobile device and click on the link.

2. Enter your Login ID and Password for that company

3. Once you are on the 'Verify Your Identity' page, navigate to the verification app on your phone and retrieve the 6-digit code.  Then navigate back to the internet on your mobile device, enter the code, mark 'Remember this device for 30 days', then click Continue.

For users who receive the code via email, check the email that you use for this company (be sure to check your spam folder if it does not appear in your inbox).

If you have push notifications setup for your chosen App, you will see the notification appear on your device screen.  You can click on the notification to be taken directly to the app. 

Once you have entered the 6-digit code (or clicked the 'Allow' button if using Auth0 Guardian app), you will then be directed to the FileTrac landing 'Alerts' page for your given company.  

Bookmark/Saving the Page on your Mobile Device: You can now Bookmark and/or save this address to your Favorites on your mobile device so that you can easily access your FileTrac account(s).  The instructions below will walk you through saving it as a favorite on an Apple iphone; however, the exact steps may vary depending on your specific device type and model.  Instructions for most devices can be found online or through your phone carrier's customer support.  

For APPLE Users:

1. Click the  icon at the bottom.

2. Choose either Add Bookmark or Add to Favorites

3. Name the Bookmark/Favorite (if you work for multiple companies, be sure to label it accordingly). 

3. Choose a folder for the bookmark or add to your Favorites

For Android Users: when you are on the website, click on the 3 dots in the Upper right-hand corner & choose to save the bookmark on your home screen.

Mobile Platform: To access the Mobile Platform, click on Mobile Access at the top of your screen to connect to the interface scaled for smart phone screens:

Shown below is a screenshot of what FileTrac looks like in Mobile Access.  If you only have a small number of claims, you can simply scroll down to locate the claim you are working on or you can take advantage of the search bar to locate a specific claim.

 

Click on the green time clock to enter your time logs in the selected claim.

Click on the Notes icon to enter your notes in the selected claim.

Click on the Photo Upload icon to upload photos in the selected claim.

Click on the Quick Update Claim Data to enter either the claim amounts, date of inspection or date of first contact.

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