Evolution Global Help Desk

PLEASE TAKE NOTE THAT THIS TOOL IS NO LONGER SUPPORTED AND IS BEING REPLACED IN 2024. IN THE EVENT OF AN ERROR, WE MAY OR MAY NOT BE ABLE TO ASSIST WITH UPDATED WINDOWS SYSTEMS.

1. Activating the FileTrac4Outlook Tool
2. Locating FileTrac4Outlook Tool in Outlook
3. Company Key and other user credentials
4. Uploading
5. Entering File# or Claim#
    
   1. Verifying Claim Data
       
6. Selecting Report Type/Report Name
7. Setting Report Date
8. Selecting Attachments
9. Setting Upload Options
    
   1. Emailing Adjuster about posting the email
   2. Set email attachment as main report
   3. Converting attachments to PDF
   4. Upload Email as PDF Bundle
       
      1. Setting PDF Bundle order
          
   5. Uploading Email Attachments as Report Attachments
   6. Uploading Email Attachments as a Zip File
   7. Uploading Email Attachments as individual reports
       
      1. Changing individual report names for each attachment
          
   8. Including Email header with Upload
       
10. Uploading Email now or Adding Email to Queue
    1. Verifying Upload is complete
11. Uploading from Queue
     
    1. Viewing Queue list
    2. Selecting Items from Queue list
    3. Uploading email on Queue list
    4. Verifying Upload is complete
        
12. Editing emails in the Queue list
13. Deleting emails from Queue list
     

1. Selecting Log Date
2. Sending Log Email

1. Logging into the FileTrac4Outlook Tool
    
   1. Activating the FileTrac4Outlook Tool
   2. Locating FileTrac4Outlook Tool in Outlook
   3. Company Key and other user credentials
   4. Uploading
   5. Entering File# or Claim#
       
      1. Verifying Claim Data
          
   6. Selecting Report Type/Report Name
   7. Setting Report Date
   8. Selecting Attachments
   9. Setting Upload Options
       
      1. Emailing Adjuster about posting the email
      2. Set email attachment as main report
      3. Converting attachments to PDF
      4. Upload Email as PDF Bundle
          
         1. Setting PDF Bundle order
             
      5. Uploading Email Attachments as Report Attachments
      6. Uploading Email Attachments as a Zip File
      7. Uploading Email Attachments as individual reports
          
         1. Changing individual report names for each attachment
             
      8. Including Email header with Upload
          
   10. Uploading Email now or Adding Email to Queue
       1. Verifying Upload is complete
   11. Uploading from Queue
        
       1. Viewing Queue list
       2. Selecting Items from Queue list
       3. Uploading email on Queue list
       4. Verifying Upload is complete
           
   12. Editing emails in the Queue list
   13. Deleting emails from Queue list
        
2. Email Log
   1. Selecting Log Date
   2. Sending Log Email

Understanding how to utilize the Outlook Tool.

FileTrac4Outlook Tool Reference Guide

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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FileTrac4Outlook Tool Reference Guide

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