Add and Attach a Formletter

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, Formletter.
6. Select the desired options in the Associations frame.
   1. If this formletter is not pulling information from a specific policy, select No Policy. Otherwise, choose the Selected Policy radio button and highlight a policy in the list.
   2. Check any of the following areas to pull information from:
      • Selected Claim
      • Loss Notice
      • Contact Information
      • Commercial Information
7. Select the French and/or English checkbox(es) to indicate the language(s) in which the letter(s) should print.
8. In the Documents frame, select the Folder in which the formletter has been saved. The Letters list fills with the contents of the selected folder. Select All Folders to display all saved formletters in the Letters list.
9. Check Company Forms Information if applicable.
10. Select the letter you want to add and attach.
11. Select an Attachment Category by double clicking in the field.
    1. To add a new category from this screen, click Add.
    2. The Adding Attachment Category screen displays. Enter a new code and click OK.
12. If necessary, select an Attachment Subcategory in the same way.
13. Click one of the following buttons:
    • Preview: This button opens the letter in Word Viewer. Close Word Viewer, and click OK.
    • OK: This button opens the letter in Microsoft Word. Continue to step 14.
    • Cancel: This button allows you to exit without queuing the formletter.
    • Help: This button opens on-line help.
14. Make any necessary revisions to the document. For information on incorporating TAM data into Microsoft Word documents, see TAM Word Interface.
15. When you are done reviewing the document, from the Applied menu, select Save & Exit.
16. Click Yes to save your changes.
17. 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 Close-Day: 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.
       Note: Policies that display in red are expired.
    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.
18. If you selected to add an activity in the previous step, the Activity Category window appears. Select the Activity Category and policy to attach it to (if applicable).
    
    The letter is saved and attached to the selected client.