Category Archives: Industry-Insurance
Outlook Send to etfile for TAM
Leave a reply
For Administrators and Users:
How to take an email or emails and import them into an etfile cabinet while linking them to an activity in TAM, with optional workflows of linking to policies and claims.
Activity level searching in TAM
For Administrators ,Users and IT:
How to search at the Activity level in TAM to retrieve all documents linked to that specific activity in etfile.
Workspace
For Administrators, Users and IT
This session teaches you how to:
-
Unstack/stack documents together
-
Use the form typer to type on forms and applications
-
Create one document from multiple files in etfile
-
Much more!
Version 4.7
For Administrators and Users:
Watch this session to learn everything you need to know about version 4.7
The Power of Scan Descriptions
For Administrators and Users:
In this session we will cover what scan descriptions can do to increase your efficient use of etfile. You will see how by using these simple to create tags you will be able to cut down on duplicate information being set up in your management system and how searching can be enhanced as well. These are just a couple of the advantages that we will demonstrate in this session.
Annotations, Rubber Stamps and Electronic Signatures
For Administrators and Users:
Everything you need to know to create and use rubber stamps and fixed stamps in the annotation toolbar in etfile.
PowerBroker and etfile: Getting the Most of the Direct Integration
In this session we went over the workflows for using etfile with the Power Broker management system. Topics covered:
-
Abeyance, policy and claim level integration for emails.
-
PDF’s, Office documents (Word, Excel) and front end scanned paper.
-
Print to, Send to, Drag and Drop and Importing
-
How to fix documents mis-filed or what to do when Policy information in Power Broker is updated.
PowerBroker eGuides:
OnDemand Lite
For Agency Owners, Operations Managers, Administrators, Users and IT:
Learn how using On Demand can transform how you do business today. On Demand solves the problem of not being able to email large documents, helps with security and compliance issues and keeps your customers informed with web access and much more!
