Right Click Send to etfile for TAM

For Administrators and Users:

How to right click on a document or documents in your Windows environment and import them into an etfile cabinet while linking to an activity in TAM, with optional workflows of linking to policies and claims.

Bookmarks – Fast-forward to the most relevant parts:

0:09: Tam, select customer, creating activity or link to existing activity

1:01: Using the AI Toolbar to Send to the Import Window

1:10: Import Window, Edit Descriptions, Poly and Claim Tab

1:45: Import Document