- General
- FileTrac Evolve - The Platform
- New Releases and Announcements
- Getting to know FileTrac
How to Set up your FileTrac System
Support pages to assist with setting up your FileTrac system. Also includes the list of User Roles and User Access for both Clients and Employees.
- Quick Guide to Setting Up Your FileTrac System
- Companies and Branches Setup
- Settings Page Index
- Common/Standard Services and Fees with Adjuster Payouts
- Common/Standard Fee Schedule with Adjuster Payouts
- Client Custom Services with Adjuster Payouts
- Client Custom Fee Schedule with Adjuster Payouts
- Adding New Users
- Understanding Employee User Roles and Access
- Understanding Client User Roles and Access