Send & Attach Email

Emails can be attached to an entity and sent to the recipient in one workflow.

1. When the email is ready to be sent, click Send & Attach.
   
   Note: The email is sent as soon as the button is pushed. Only the attachment workflow can be aborted.
2. From the Attachment Detail screen, select an Entity Type.
3. Enter an Entity Code or double click the field for a list of entities.
4. Optionally enter a Policy and/or Claim number. These fields also offer a list of choices if double clicked.
5. Enter or select an attachment Category. You can also enter a Subcategory and Description if desired.
6. Optionally select the appropriate checkboxes to create an activity and/or save any attached files with the email.
7. Click OK.
8. If an activity has been added, the Activity Detail screen displays. Enter information as needed and click OK.
9. A message displays indicating that the item has been attached to the selected entity. Click OK.

Attach Email from Inbox

You can also attach a received email to a particular file in TAM.

1. From the Inbox, highlight the email and click the Attach to Client button .
2. The Attachment Detail screen displays. See steps 2-9 in the section above.