Attach an Existing File

There are two general ways to add an attachment. You can drag and drop items (files or emails) directly onto a screen, you can locate the client first, or you can use the Efiling Router.

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.

Drag and Drop

Drag and drop is the best way to add attachments. You can drag files into Applied TAM from any folder on your computer or you can drag email from Outlook or Lotus Notes, or Applied TAM's Email area. You can drop the files onto the Client List, Policy List, or Claims List.

  1. Locate and click the item (account, claim, or policy) to which you want the file to be attached.
  2. Find the file (on your computer) or the email (in Outlook/Lotus Notes) that you want to attach. You can select multiple items by pressing [Ctrl]  as you click the files you wish to attach.
  3. Drag the files or emails and drop them onto the Account List, Claims List, or Policy List in Applied TAM. The Efiling - File Router window displays.
  4. Enter the Routing Information and click Attach Files when you are done.
  5. Click OK to close the attachment confirmation screen.
  6. To close the File Router, click Close.

Locate the Client First

  1. At Home Base, click Clients & Files.
  2. Select the entity type from the dropdown menu.
  3. Select the desired account in the list.
  4. Click the Attachment List button.
  5. Click the Add button below the button bar and select Attach an Existing File.
  6. Use the Browse button to locate the directory or folder in which the file is saved.
  7. From the Available Files list, select the file(s) you wish to attach and use the arrow(s) to move your selection to the Selected Files list.

    Note:     To open a file in either list before attaching it, double click the file. Double clicking a file in these lists does not move the file from one list to the other. You must use the arrows to move files here.
  8. Click Next.
  9. Enter the Routing Information and click Attach Files when you are done.
  10. If you chose to enter an activity, enter the Activity information and click OK. Click OK to confirm the activity entry.
  11. Click OK to close the attachment confirmation screen.
  12. If you want to add more attachments, repeat steps 6 through 11. To close the File Router, click Close.

Efiling

Use the Efiling File Router to attach an existing file to an entity in Clients & Files. The File Router can be accessed from the Attachment List in Clients & Files or from Home Base.

Note: Accessing the File Router from the Attachment List enables the selected client's Entity Type and Entity Code to default into the Attach To frame.

  1. To open the Efiling File Router, from Home Base, click the Efiling button.
  2. If the file you want to attach does not appear in the Available Files list, use the Browse button to locate the directory or folder in which it is saved.
  3. From the Available Files list, select the file(s) you wish to attach and use the arrow(s) to move your selection to the Selected Files list.

    Note:     To open a file in either list before attaching it, double click the file. Double clicking a file in these lists does not move the file from one list to the other. You must use the arrows to move files here.
  4. Click Next.
  5. Enter the Routing Information and click Attach Files when you are done.
  6. If you chose to enter an activity, enter the Activity information and click OK. Click OK to confirm the activity entry.
  7. Click OK to close the attachment confirmation screen.
  8. If you want to add more attachments, repeat steps 2 through 7. To close the File Router, click Close.