Getting Started
Start Here
Using Trackops
Setup & Configuration
- Managing Workflow Actions
- Managing Workflows
- SSO Identity Provider Guide - Microsoft Entra ID (Formerly Azure AD)
- SSO Identity Provider Guide - Google
- Enabling Single Sign-On (SSO)
- Tracking Case Referrals
Dashboard
Cases & Case Updates
- Managing AI Summary Presets
- Generating AI Summaries for Files
- Generating AI Summaries from Case Updates
- How to Recover a Deleted File Upload
- Managing Case Update Categories
- Using the Investigator Recommendation Engine
Subjects
Expenses & Invoices
- Can customers pay their invoices online using a credit card?
- Generating Public Links for an Invoice
- Accepting Invoice Payments with Stripe
- Creating and Using Invoice Templates
- Managing Item Codes for your Expenses and Invoices
- Profit Distribution
Clients & Users
- Managing Client Policies
- How to use Markdown Syntax
- Deleting and Undeleting Clients & Client Locations
- Working with Vendor Contacts
- Can I make MFA required for my clients and/or staff?
- Configuring Default Salespeople on Clients and Contacts
Calendar & Events
- Setting up Folder Templates
- Activity Fulfillment Auditing
- Scheduling Assignments through Case Events
- Finding Available Investigators through Invitations
- Configuring Task Templates
- Using Mobile Event Check-Ins
Email and Notifications
Account & Billing
- How to Increase File Storage Capacity
- Purging Deleted Case Data
- How do I update my billing information?
- How can I make changes to my subscription?
- How do I convert my trial into a paid account?
- Can we change our Trackops URL?
Miscellaneous
- ★ How do I Submit a Support Ticket?
- Trackops Security Information
- Configuring the Tracers Data Search Provider
- Is there a way to track system uptime and maintenance notices?
- Managing Compliance with Company Policies
- Auditing Activity Through History
Developer API
- ★ Introduction to the Developer API
- ★ How to Enable/Disable API Access
- ★ Connecting Trackops to other apps with Zapier
- Configuring API Webhooks
- API Reference - Cases
- API Reference - Case Contacts
Product Updates
What's New in Trackops
- What's New in Trackops: July 2025
- What's New in Trackops: June 2025
- What's New in Trackops: May 2025
- What's New in Trackops: April 2025
- What's New in Trackops: March 2025
- What's New in Trackops: February 2025