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
See all 32 articles

Dashboard

• What is the Dashboard?
• How can I Disable the Dashboard for my User(s)?
• How to Configure "Default Dashboards" for Clients and Staff

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
See all 30 articles

Subjects

• What are "Subjects"?
• How to Create a New Subject Type
• Changing the Primary Subject on a Case
• Changing the Default Subject Type
• Adding a Subject to a Case
• Searching Subject Date Fields

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
See all 24 articles

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
See all 28 articles

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
See all 11 articles

Email and Notifications

• Handling Generic Inbound Messages
• A User is Not Receiving Email from the System
• How to Customize your Email Templates
• Can I stop certain notifications from being emailed to me?

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?
See all 7 articles

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
See all 21 articles

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
See all 38 articles