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Note

The Note object represents a diary entry attached to a claim. Notes cannot be updated or deleted through the API.

The Note object represents a diary entry attached to a claim. Notes are created by AddClaimNote, retrieved by GetClaimNotes or as part of GetClaimDetail, and cannot be updated or deleted through the API. Each note can carry a list of attached emails when IncludeNoteEmails=true is passed to GetClaimNotes.

The XML element name in the response envelope is ClaimNoteExtract. The nested email element is NoteEmail.

Properties

Property

Datatype

FileTrac UI Location

Description

FileTracClaimID

int

—

System ID of the claim this note belongs to.

FileTracFileNumber

string

Diary Notes → Header / File #

File # of the claim.

NoteID

int

—

System-generated ID unique to this note. Pass this to GetClaimNotes to retrieve a single note.

UserID

int

—

System ID of the user who created the note.

UserFirstName

string

Diary Notes → User column

First name of the user who created the note.

UserLastName

string

Diary Notes → User column

Last name of the user who created the note.

VisibleToClient

string

Diary Notes → Italic indicator in the upper-right of the comment

Yes or No — whether the note is visible to the client company.

NoteTimeStamp

dateTime

Diary Notes → Upper-left of comment

Timestamp the note was created.

Note

string

Diary Notes → Comment below timestamp

The actual text body of the note. Limited to 4000 characters when written via AddClaimNote.

Emails

List of NoteEmail

Diary Notes → View Email link in comment

Emails attached to this note. Returned only when IncludeNoteEmails=true is passed to GetClaimNotes.

NoteEmail (nested)

NoteEmail represents an email captured against a note. Emails are not creatable through the API — they enter the system through FileTrac's mail processing. They are read-only.

Property

Datatype

FileTrac UI Location

Description

From

string

Email View → From

Sender.

To

string

Email View → To

Primary recipients.

CC

string

Email View → CC

CC recipients.

BCC

string

Email View → BCC

BCC recipients.

Subject

string

Email View → Subject

Email subject line.

Body

string

Email View → Content below subject line

Email body.

Date

dateTime

Email View → Sent

Date the email was sent.

Constraints

  • Notes cannot be updated. There is no UpdateClaimNote method. Corrections require a new note that supersedes the previous one.

  • Notes cannot be deleted through the API. Voids must be handled through the FileTrac UI.

  • Note body is limited to 4000 characters on AddClaimNote. Longer text is truncated server-side.

  • Note visibility is recorded once at creation time via VisibleToClient. The visibility flag cannot be changed through the API after the fact.

Related Methods

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