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Organizations

Introduction to Organizations:


Organizations enable you to build your brand, connect with industry peers, and grow your business. They provide the scalability needed to expand your business, regardless of its size. With a variety of features designed to foster connections and enhance your brand, Organizations are a vital tool for your business growth.



The Dashboard is your central hub for managing your employees' playbooks and providing them easy access to commonly used platforms and industry connections. For more information about the Dashboard, please see the link below:


Dashboard


Profile lets you share your company information and showcase your team. You can add details such as location, specialties, and links to other platforms, all fully customizable to fit your company's needs. For more information about Profile, please see the link below:


Profile


Network is where you forge connections and build rapport. Connect with other companies and professionals to expand your clientele and industry connections. For more information about Network, please see the link below:


Network


Conversations revolutionize messaging. Connect with your employees and other businesses in real-time with a fully customizable inbox and tools for accountability. Manage your work, employees, and initiate vital industry connections all in one place with Conversations. To learn more about Conversations, please see the link below:


Conversations


Manage your associates in the Associates tab. Customize their access to your organization and display them on your profile. For more information about Associates, please see the link below:


Associates


Organization Roles provide a fully customizable system to define what your associates can and cannot do within your organization. Control what they can add, see, delete, and change, tailoring permissions to fit your company's specific needs. To learn more about Organization Roles please see the link below:


Organization Roles


Account Settings allow you to manage your organizations information with ease. You can update primary contact information, specify your company's location, and set or change the organization's name. This centralized management ensures that all essential company details are accurate and up-to-date. To learn more about Account Settings please see the link below:


Account Settings


The Documents feature in FileTrac Evolve provides a robust system for managing files efficiently. Users can easily upload, organize, and secure documents, with options for versioning, virus scanning, and public access via secure URLs. Enhanced search and browsing capabilities, along with detailed metadata tracking, ensure streamlined and user-friendly document management. To learn more about Documents please see the link below:


Documents



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