Send & Attach Email

If you are using the TAM Integrated Email, you can attach an email to an entity and send it to the recipient in one workflow. See the TAM Outlook Add-In article for information on using the Attach to TAM option to attach outgoing email messages.

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

TAM Integrated Email users can attach a received email to a file in TAM using the following workflow. See the TAM Outlook Add-In article for information on using the Attach to TAM option to attach received email messages.

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.