Outlook Send to etfile for TAM

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.

Bookmarks – Fast-forward to the most relevant parts:

0:17: Select e-mail in Outlook

0:23: Selecting customer, activity or policy in TAM

0:32: AI Toolbar

0:42: Send to etfile button/Import Window

1:00: Edit Description, Policy and Claim tab