Workflow Console workflow for TAM

For Administrators and Users:

How to transfer a document that has been front end scanned into your etfile inbox into an etfile cabinet while linking it 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

0:47: Using the AI Toolbar to Send to Workflow Console

1:01: Descriptions in Workflow Console, Policy and Claims Tab