Print to etfile for TAM

For Administrators and Users:

How to print a document directly into an etfile cabinet while linking to an activity in TAM, with optional workflows of linking to policies and claims. Note: printed documents will be converted to tif format.

Bookmarks – Fast-forward to the most relevant parts:

0:19: Tam, select customer, creating activity or link to existing activity

0:33: Using the AI Toolbar to Print

0:46: Printing a document to etfile

1:04: Print to etfile Window

1:15: Edit Description, Policy and Claim tab