Evolution Global Help Desk

Understanding how to clear your cache and cookies for potential technical errors.

Clearing Your Browser Cache

Understanding potential causes for email issues.

Not Receiving Emails

Understanding how to trouble shoot any technical errors in the system.

Tech Support Troubleshooting

Understanding why you are receiving email error messages.

Email Limitation

Understanding Timelogs, Invoices, and different billing amounts for your adjusters and your clients.

Invoicing & Billable Amounts Differ

Understanding why your photos are oriented incorrectly and how to fix their orientation.

Photo Orientation Error

Understanding why your iPhone photos are oriented incorrectly and how to fix their orientation.

Photo Blank Error/Iphone Photo Orientation

Understanding why you are unable to close a claim.

Having Trouble Closing a Claim?

Solutions for the issues customers hit most often.

Troubleshooting

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Create your workspace and invite the people you work with.

Set up your account

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.

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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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