Evolution Global Help Desk

Understanding FileTrac features as an Adjuster.

Adjusters - Introduction to FileTrac for Adjusters

Understanding your alerts as an adjuster.

Alerts and Reminders for Adjusters

Understanding everything you need to know on how to utilize and navigate the Manage Claims Screen for adjusters.

Manage Claims for Adjusters

Understanding how to utilize your document library.

Document Library for Adjusters

What an adjuster needs to hit the ground running in FileTrac.

Assistance for Adjusters

Evolution Global

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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.

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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.

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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.

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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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