Add and Attach a Custom Letter

Important! When closing Home Base, Applied TAM verifies that all temporary files are deleted and all attachments are closed. If any attachments are open, the Open Attachments window displays listing the attachment files that are open. In order to exit Applied TAM, all attachments must be closed. See the Introduction to TAM article for more information.

  1. At Home Base, click Clients & Files.
  2. Select the entity type from the dropdown menu.
  3. Select the entity in the list.
  4. Click the Attachment List button.
  5. Click the Add button below the button bar and select Letters, Blank Letter.
  6. If you want to associate a policy with the letter (only available for certain entity types), select the policy and click OK. If you do not want to associate a policy with the letter, click None.
    Note that polices displayed in red are expired.
  7. Select the Attachment Category code and click OK. This opens Microsoft Word.
  8. Type the letter. For information on incorporating TAM data into Microsoft Word documents, see TAM Word Interface.
  9. When you are finished, from the Applied menu, select Save & Exit.
  10. Click Yes to save your changes.
  11. On the Save Document window, fill out the following fields and click OK.
    1. Description of Document- To change the default, click the ellipsis button and select from a list of available options.
      1. To add a new attachment description from this screen, click Add.
      2. The Adding Attachment Description screen displays. Enter a new code and description and click OK.
    2. Queue for Closeday: Check this box if you would like the letter to print at the end of the day.
    3. Attach to Policy: If applicable, check this box and double click the field to select a policy.
    4. Category and Subcategory: Double click these fields to make the appropriate selection.
      1. To add a new category/subcategory from this screen, click Add.
      2. The Adding Attachment Category/Subcategory screen displays. Enter a new code and click OK.
  12. If you selected to add an activity in the previous step, the Activity Category window displays. Select the Activity Category and policy to attach it to (if applicable).

    The letter is saved and attached to the selected client.