Copitrak/Equitrac

https://www.nikecsolutions.com/en/products/copitrak/

https://www.nikecsolutions.com/en/products/nuance-equitrac/

Your IT professional will have to create an FTP/SFTP site.  Here are some instructions we found on the internet:  

https://www.windowscentral.com/how-set-and-manage-ftp-server-windows-10 

Once you have created your FTP/SFTP site, provide Copitrak/Equitrac with the following information: 

FTP/SFTP Host

FTP/SFTP User

FTP/SFTP Password

FTP/SFTP Folder Name

FTP/SFTP Port

FTP/SFTP Protocol (Implicit FTP over TLS or Explicit FTP over TLS)

Local or UNC Path for FTP/SFTP

Please forward the above responses to Copitrak/Equitrac. Copitrak/Equitrac will configure their portion and advise SmartAdvocate to configure ours.  Testing will be done and once testing is completed SmartAdvocate will advise you to begin using the integration.

Copitrak/Equitrac will need to provide SmartAdvocate with a report of data collected

All case costs Copitrak/Equitrac sends will be automatically uploaded to the case’s disbursement screen: