You probably know that documents in etfile can be linked to activities in TAM. This webinar shows how there are other levels of integration possible with TAM. Policy, Claim, Activity and Customer integration are all possible, either exclusively or all together. What level of integration you choose can make a difference in how you set up and use etfile and in this webinar we will cover everything you need to know when deciding which is the best way to go. You can even decide to use different methods for each group within your office or different workflows within a single group. Topics covered in the webinar include:
Having it all: Activity, Policy, Claim and Customer integration all together (update from etfile may be required).
Direct Claim integration only (update from etfile may be required).
Policy level integration only, including etfile’s new Switch Policy utility which makes the specific challenges of linking to policies a thing of the past. (Download of utility required).
Searching from all the possible integration points in TAM.
In this short survey class we go over the fundamentals to front end scanning to give you an idea of how this workflow can improve your efficiency. Topics covered include scanning, the Workflow Console and Analytics.
In this session, you will learn all the different ways you can drag and drop with etfile. From Outlook messages to dragging folders and all their contents to quickly placing items in your inbox. Discover all that dragging and dropping can offer.
Join this webinar to learn the tools available to you in etfile like annotations, Redactions, Bookmarks, Thumbnails and Content list view, among others. Each one of these tools does something different and in this session you will learn how these tools can make your job easier.
For Agency Owners, Operations Managers, Administrators and Users:
etfile now has an activity system built in. In this session we show you how you can keep track of tasks that have been done related to a customer of document and tasks that are still due in the future. Working on your own tasks or working as a group the diary system helps you make sure that tasks don’t go undone. Find out how this tool can improve your efficiency and reduce E&O issues by joining this webinar.
For Agency Owners, Operations Managers, Administrators, Users and IT:
Part 1: What the Heck Should We Be Doing? (1 hour)
Time and again we see that entering workflows into etfile’s Business Process Manager is the easy part. Knowing what your workflows should be continues to be the hardest challenge for many agencies.
In this workshop you will be introduced to proven methods for creating workflows that work for you…carrying you towards your goals, instead of away from them.
Part 2: How Do We Automate & Track the Workflow? (1 hour)
Now that you’ve learned how to design the workflows that you need, learn how to use etfile’s Workflow Designer and Business Process Manager to automate, implement and track your workflows. See the tools in action, finally allowing you to make consistency a reality and enjoy the transparency of knowing exactly what is happening in your agency. You’ll see samples including the integration with several leading management systems.
In this webinar we discussed the collaboration workspace including how it allows you to:
Break documents apart, re-arrange them, and delete pages and/or combine multiple documents or pages together in new combinations in your own private environment.
Perform the same actions in a shared environment to more effectively work as a team.
Create unique collaborative spaces (effectively using them).
Annotate documents or use the etform typer to permanently add text and omnipresent abilities of emailing, faxing, printing and saving back to the file room or inbox.
With collaboration workspace you can work with others and have access to documents in a shared environment.
In this session we will cover how to create a new cabinet when needed, including any security that may need to be applied. We will also cover cloning cabinets for those who want to have folder structure copied when creating new cabinets.
