Attach and Move Feature Video

 

The purpose of the Attach and Move Feature is to manually attach a document to a client, add a description for the document and then MOVE the document to a folder in a Cabinet. You can accomplish this by selecting a File in your Inbox OR a file located in and folder.

Bookmarks – Fast-forward to the most relevant parts:

2:00: Introduction to Trainer, contact information

3:36: How to access our Academy of recorded webinars

7:37: What is your Inbox, how do files get into your inbox, how to organize your inbox before you attach and move

11:14: Document separator when scanning into Inbox

15:28: Attach and Move feature on a generic email from Inbox

21:18: Searching for the document attached and moved

23:39: Attach and Move using a Capture using the Integration Toolbar in TAM

28:00: Searching for the document attached and moved with Toolbar

28:47: Unattached the document from the contact and reattach or attach and move

32:01: Finding the attached and moved document with the Toolbar

35:05: questions from attendees, document separator questions and also what is the GOLD capture button on integration toolbar, Workflow Console is discussed in comparison to the Attach and Move feature.