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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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