Maximize Integration Between etfile and TAM

For Administrators, Users and IT:

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: 

1. Having it all: Activity, Policy, Claim and Customer integration all together (update from etfile may be required).

2. Direct Claim integration only (update from etfile may be required).

3. 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).

4. Searching from all the possible integration points in TAM.  

5. Fixing issues when mistakes are made.

Bookmarks – Fast-forward to the most relevant parts:

2:47: Overview

3:21: Linking to an Activity

5:58: Toolbar Search on an Activity

11:50: Descriptions and Content List View

15:47: Scan Description Codes

21:46: Linking to a Policy or Claim in addition to the Activity

26:33: Important Tam Claim # and Claim Code

27:00: Linking to a Claim only

29:00: Linking to a Policy Only

31:00: Right Click on a document and SEND TO etfile

33:44: Linking to Policies –Switch attachments for policy numbers that change

35:00: Print and Send to etfile

38:00: Search at a Customer level using Search by Description

43:00: Linking a document

45:00: Drag and Drop to Inbox or Cabinet

47:25: Filing multiple documents