Based on FilePro Version 16.1 - Copyright 2013-2016
×
Menu
Index

Using InfoTrack

 
Once InfoTrack has been set up for you, you will see an  icon at the bottom of your file page.
You just need to click on this icon and Login, this will take you to the InfoTrack web page.
Information from the file will be pulled into the search; the file code will be stored and other fields can also pre-fill based on information stored in Properties.
 
 
 
 
 
Login screen
 
 
You will see the following message on your screen.
 
 
The InfoTrack website will then be open and you can begin your search.  Once you have completed your search, the financial cost of that search will be on the Financial tab of your file.  The document will either be available straight away in the documents tab on the file, or you will be able to see it's status in the InfoTrack Search manager on the file.
 
 
Captured Disbursement in Creditors
 
 
 
 
Captured Disbursement on the File
 
 
 
 
Captured Document on the File
 
z
 
 
 
 
The online help was created with Dr.Explain