Evolution Global Help Desk

A deep dive into every FileTrac Evolve feature, organized by area of the product.

Features

How to view your invoices, update payment methods, and manage billing for your FileTrac Evolve subscription.

Managing Payment Methods and Invoices

Organization-level settings — basic info, location, representatives, legacy linking, and hierarchy.

Account Settings

Step-by-step guide for accepting, declining, and managing organizational invitations in FileTrac Evolve.

Accepting an Organizational Invitation

How to accept an invitation to access an organization.

Organizational Invitations

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Create your workspace and invite the people you work with.

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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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