Getting Started
Guides to get new users, admins, and adjusters onboarded to FileTrac and FileTrac Evolve.
95 articles
General Assistance for all Users
Login, tech support, and the basics every FileTrac user needs on day one.
- Mobile AccessUnderstanding how to access and utilize FileTrac Mobile.
- FileTrac Evolve Login ErrorsUnderstanding how to trouble shoot login errors.
- Uploading Emails Using Drag & DropUnderstanding how to utilize Drag + Drop feature for all documents including email attachments.
- Bundling PhotosUnderstanding how to label, manage, and bundle your photos.
- FileTrac Navigation OverviewA guided tour of the eleven primary sections in FileTrac, explaining what each area does and when to use it.
- FileTrac Evolve Registration and Login ProcessUnderstanding how to register and log into your Evolve account.
- Alerts DashboardYour home screen in FileTrac — understanding every alert type in the Select Alert sidebar, system messages, reminders, and the main dashboard view.
- Quick Notes PopupHow to use the Quick Notes popup to add notes to a claim without leaving the current page, including note categories, note types, and best practices for claim documentation.
- Quick Timelog Popup and Timesheet EntryHow to use the Quick Timelog popup and Timesheet Entry to log time spent on claims, including time categories, entry methods, and best practices for accurate time tracking.
- QuickBooks — Connection SettingsHow to configure the QuickBooks connection in FileTrac, including authentication setup, connection testing, and troubleshooting common connection issues.
- QuickBooks — Mapping Companies, Services, Adjusters, and Sales TaxHow to map FileTrac companies, services, adjusters, and sales tax entries to their QuickBooks equivalents so that invoice and payout exports succeed.
- iPhone App SetupHow to configure the FileTrac iPhone App from the Settings page, including service mapping and enabling mobile access for field adjusters.
- Reports — Accounting ReportsOverview of all Accounting Reports available in FileTrac, including Accounts Receivable, Invoice, Payout, Billing, and Revenue reports.
- Reports — Adjuster ReportsOverview of all Adjuster Reports in FileTrac, including Diary, Production, Expense, Mileage, and Work-in-Progress reports for adjuster performance tracking.
- Reports — Claims ReportsOverview of all Claims Reports in FileTrac, including Claims Received, Claims Closed, Claims Register, Open Claims, Cycle Time, and CrossTrac reports.
- Reports — Financial (TPA) ReportsOverview of Financial and TPA Reports in FileTrac, including Reserve reports, Lloyd's MI Reporting, Claim Share summaries, and Custom Loss Run reports.
- Reports — Custom-Built Client-Specific ReportsOverview of custom-built reports in FileTrac that are tailored to specific client requirements, including examples of client-specific report types.
- Reports — Other Reports and Management ReportsOverview of Other Reports and Management Reports in FileTrac, including data exports, scheduling reports, storm reports, cycle time tracking, and administrative listings.
- Reports — Master IndexComplete navigable index of all 100+ reports available in FileTrac, organized by category: Accounting, Adjuster, Claims, Financial (TPA), Custom-Built, Management, and Other.
- Settings — Custom Fields and Custom File #How to configure Custom Fields and Custom File # in FileTrac Settings to capture organization-specific data on claims.
- Settings — Policy TypesHow to configure Policy Types in FileTrac Settings to categorize insurance policies associated with claims.
- Settings — Letter Template CategoriesHow to configure Letter Template Categories in FileTrac Settings to organize form letter templates by type and purpose.
- Settings — Note Category and Note Type SetupHow to configure Note Categories and Note Types in FileTrac Settings to organize claim notes by purpose and classification.
- Settings — Report TypesHow to configure Report Types in FileTrac Settings to classify adjuster reports and documents uploaded to claims.
- Settings — Review SettingsHow to configure Review Settings in FileTrac to control report review workflows, approval requirements, and reviewer assignments.
- Settings — States Requiring License #How to configure the States Requiring License # setting in FileTrac to enforce adjuster licensing compliance by state.
- Settings — Color Coding for Reports and DocumentsHow to configure Color Coding for Reports and Documents in FileTrac Settings to apply visual color rules based on report type or status.
- Settings — Claim Status NotesHow to configure Claim Status Notes in FileTrac Settings to attach required or optional notes when claim statuses change.
- Settings — Invoice Worksheet DefaultsHow to configure Invoice Worksheet Defaults in FileTrac Settings, including display options, adjuster PDF access, and timelog inclusion.
- Settings — Common ExpensesHow to configure Common Expenses in FileTrac Settings to predefine frequently used expense categories for faster adjuster expense entry.
- Settings — Reserve TypesHow to configure Reserve Types in FileTrac Settings for consistent reserve tracking and integration.
- Settings — Storage SummaryHow to view and interpret the Storage Summary widget in FileTrac Settings, which shows active file counts and total storage usage.
- Settings — Report Upload OptionsHow to configure Report Upload Options in FileTrac Settings to control file upload behavior, accepted formats, and upload workflows for adjuster reports.
- FileTrac Help CenterWelcome to the FileTrac section of the Evolution Global Help Center — your guide to both FileTrac Legacy and FileTrac Evolve, including what each platform covers and how to get…
- FileTrac Evolve Dashboard***COMING SOON***
- Evolution Global Help CenterWelcome to the Evolution Global Help Center — your central resource for FileTrac, Conversation Insurance, ELIAS AI, and AdjusterIQ.
- The Evolution Global Four-Layer ArchitectureIn Development — The AdjusterIQ and Ark Alliance Foundation layers of the architecture are not yet live in production.
Assistance for Admin Users
How to set up your FileTrac system and manage it as an administrator.
- Management Reports for Administrators OnlyUnderstanding the data and metrics within management reports.
- Quick Guide to Setting Up Your FileTrac SystemUnderstanding how to set up your FileTrac System.
- MailgunUnderstanding the functionality of Mailgun for emailing.
- Automated Email Notification (BCC) Setup (Admin Only)Understanding how to manage which users can email as the recipient from the system.
- Adjuster Payout Worksheet and Payout Link VisibilityUnderstanding how to fully utilize the Adjuster Payout Module in your Billing process.
- Adjuster Skills and Background - Created in Settings for the AdminUnderstanding how to set up your adjuster skills and background.
- Understanding Client User Roles and AccessUnderstanding all access levels for your Client user roles.
- Understanding Employee User Roles and AccessUnderstanding all access levels for you Employee user roles.
- Alert Emulation- Admin Users OnlyUnderstanding how to utilize your Alert Emulation in FileTrac.
Assistance for Adjusters
What an adjuster needs to hit the ground running in FileTrac.
- Adjusters - Introduction to FileTrac for AdjustersUnderstanding FileTrac features as an Adjuster.
- Alerts and Reminders for AdjustersUnderstanding your alerts as an adjuster.
- Manage Claims for AdjustersUnderstanding everything you need to know on how to utilize and navigate the Manage Claims Screen for adjusters.
- Document Library for AdjustersUnderstanding how to utilize your document library.
Settings Page
How to configure the settings that control your FileTrac account.
- How do I set up a claim to change status automatically when an adjuster logs time?Map a timelog code to a claim status so the claim advances automatically when an adjuster logs that code.
- Common/Standard Services and Fees with Adjuster PayoutsUnderstanding how to update your services and fees from your settings and it's relevance to the adjuster payout.
- How to Change the Service Default Amount Fee for New and/or Existing ClientsUnderstanding how to update and manage your services and fees.
- Common/Standard Fee Schedule with Adjuster PayoutsUnderstanding how to add and edit a fee schedule as a service in your settings.
- Managing Report AccessUnderstanding how to manage report access levels for users.
- Claim Status Types- Common/StandardUnderstanding how to add and manage claim status types.
- Settings Page IndexUnderstanding the complete overview of your system settings.
- Sales Tax RateUnderstanding how to add, manage, and apply sales tax rates.
- Municipal JurisdictionsUnderstanding your Municipal Jurisdictions.
- Branches and File NumbersUnderstanding how to set up and automate your branches and file numbers.
- Document LibraryUnderstanding how to upload documents and manage your document library in your settings.
- Timelog CodesUnderstanding how to add and manage your Timelog codes.
- Allow Users to Modify FROM Address on Email Page (Admin Only)Understanding how to manage the sending user when sending emails out of the system.
- Diary Notes - Visible to ClientUnderstanding how to set notes to visible to client.
- Managing Loss Types and Unit Types (Admin Only)Understanding how to manage and add loss types and unit types in your settings.
- Reason CodeUnderstanding how to add and manage your reason codes.
- Company TypeUnderstanding how to add and manage company types.
- Managing CAT Codes and PCS Codes (Admin Only)Understanding and utilizing CAT and PCS Codes in the system.
- Claim Status Types in Settings and CompaniesUnderstanding how to set and manage your Claim Status Types in settings and for companies.
- Contact TypesUnderstanding how to add and manage a contact type.
- Acknowledgement Default TextUnderstanding how to customize your Acknowledgment Letter text.
- General Message TextUnderstanding how to set up your general message text.
Companies Page
How to add, manage, and organize the companies you work with in FileTrac.
- Default Users in CompaniesUnderstanding how to set up default users for client companies.
- Companies SetupUnderstanding how to set up a client company. Manage the company's information and financial requirements.
- Document Library - Client SpecificUnderstanding how to upload client specific documents to each client company.
- Claim Status Types- Custom for Client CompanyUnderstanding how to set up and manage client specific claim status types.
- Client Custom Fee Schedule with Adjuster PayoutsUnderstanding how to create a client specific fee schedule and assign a payout to the adjuster per fee schedule tier.
- How to Change Service Fee Amounts for a ClientUnderstanding how to update and manage service fee amounts per client company.
- Client Custom Services with Adjuster PayoutsUnderstanding how to set up custom services per client company and setting the adjuster payout for those services.
- Companies — Manage Companies and Special InstructionsHow to search, filter, and manage company records in FileTrac, including viewing and editing Special Instructions for each client company.
Billing Page
Invoicing, billable amounts, and how the Billing Page works end to end.
- Line Item CreditsUnderstanding how to apply line item credits to your invoices.
- Billing from Start to Finish (Overview/workflow)Understanding the complete billing process from start to finish.
- Adjuster Payout Module/Worksheetunderstanding how to utilize the adjuster payout module and save payouts for your adjusters.
- Entering Claim PaymentsUnderstanding how to add a reserve payment and check number.
- How to Use LEDES Settings in FileTracThe LEDES configuration in FileTrac allows law firms and service providers to create invoices using standard billing codes for legal work.
- Accounts Receivable Aging TabHow to use the Accounts Receivable Aging tab in the Billing section to view outstanding invoices grouped by aging buckets and prioritize collections.
- Batch Payment EntryHow to use the Batch Payment Entry tab in the Billing section to record payments against multiple invoices in a single session.
- Billing OverviewTour of the Billing section in FileTrac, covering the three sub-modules (Search Invoices, Accounts Receivable Aging, and Batch Payment Entry), the invoice search and filter tools, and the invoice list…
Manage Claims Page
Finding, filtering, and working claims from the Manage Claims page.
- Quick Edit Claim OptionsUnderstanding how to quick edit and update a claim.
- Contacts and Template Letters for AdjustersUnderstanding how to manage and upload your template letters.
- Creating and Reviewing InvoicesUnderstanding how to create, review, and save your invoices.
- Timelog MacrosUnderstanding how to create and utilize a Timelog Macro.
- Adding Time & Expenses to a ClaimUnderstanding how to add Time and Expense, or a Timely, to your claims.
- Contacts & Common ContactsUnderstanding how to create, add, and manage your contacts and common contacts.
- How to Amend TimelogsThis article provides a step-by-step guide for amending existing timelogs from within the Manage Claim screen.