Companies Page
How to add, manage, and organize the companies you work with in FileTrac.
8 articles
- 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.