Settings Page
How to configure the settings that control your FileTrac account.
22 articles
- 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.