General Assistance for all Users
Login, tech support, and the basics every FileTrac user needs on day one.
37 articles
- 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.