The TAM Outlook Add-in provides convenient access to your Applied TAM contacts and attachments, saving you time filing attachments in TAM and ensuring that sent messages are associated to the correct account.
Use the TAM Contacts option to locate Applied TAM contacts when composing, replying to, or forwarding email messages. You can also save email messages as attachments upon sending by using the Attach to TAM option. By default, the Attach to TAM checkbox is selected –the message will be saved as a TAM attachment whenever you use the add-in to add a TAM contact’s email address or a TAM attachment, or when you launch the email message from TAM. You can toggle this option on or off per message with a simple checkbox selection.
All TAM Outlook Add-in features are within Microsoft Outlook (outside of TAM). Access these options using the buttons in the Microsoft Outlook ribbon as well as the New Email message ribbon. The TAM Contacts and Insert TAM Attachments options are available when composing new messages.
You must be logged in to Applied TAM to use any of the TAM Outlook add-in functionality. If you are not, a login prompt will display each time you interact with the add-in.
Use the TAM Contacts option to address email messages to contacts from accounts in the system. If you initiate the email workflow from Applied TAM, contacts from the last account you accessed default in the list, but you can look up other contacts if necessary.
button to add the highlighted contact to the corresponding line, or double click a contact to add them to the To field. To remove an email address, double click on the email address displayed in the To, Cc, or Bcc list.Use the Insert TAM Attachments option to locate and add attachments from an account to your email message. If you initiate the email workflow from Applied TAM, attachments from the last account you accessed default in the list, but you can look up other attachments as necessary.
button to add the highlighted attachment to the Selected Attachments list. To remove an attachment, click on it to highlight it followed by clicking the 
button.You can view an attachment by double-clicking on the attachment listed on the Insert TAM Attachments window, but you cannot make any changes to the attachment.
You can attach messages from Microsoft Outlook to the corresponding Applied TAM account for received messages as well as outgoing email messages. You can attach received emails individually or combine them into a single attachment.
Quickly and easily attach one or more received email messages to Applied TAM directly from your Outlook Inbox, or any other mail folder, by selecting the Attach to TAM option in the Outlook ribbon. You can also attach the email you have open in the same way.
The following workflow is applicable only when attaching a single received Outlook email message to TAM.
Click Cancel to close the Attachment Detail window without attaching the email.
Use the following workflows to attach multiple received email messages from Outlook to one or more existing TAM accounts. All checkboxes in the Apply settings to all files frame are selected by default, which means that all email messages selected will be combined into a single attachment. If you deselect the Group Files and Attach To checkboxes, you can route the attachment of each email message separately.
You must leave the Group Files checkbox selected to combine all email messages into a single attachment. The Attach To checkbox defaults as selected and cannot be changed.
In your Microsoft Outlook Inbox (or another mail folder), select more than one email message.
Click Attach to TAM in the Home ribbon. If Applied TAM is not already open, you are prompted to log in. This login only gives you access to the Attachment Detail window. You must launch TAM separately to perform any other work in the system.
All selected email messages display in the Files list; the Subject line of each message is used as the corresponding filename.
If necessary, you can deselect the Details checkbox but you will have to enter a separate Category and Description for each file in the Attachment Details frame.
In the Attach To frame, select the Entity Type from the dropdown.
Enter the Entity Code. If you do not know the Entity Code, hover over the field and press [F4] to look it up:
If necessary, select the Include Inactive checkbox to include any inactive accounts to the list.
Select the Code for the account with the contacts you want to add and click OK.
If you selected the Entity Type of Customer or Prospect, you have the option to select a Policy to attach the email. The Entity Type of Customer also has the option to select a Claim to attach the email.
If necessary, you can attach the email to an existing Activity or Attachment from the Activity/Attachment frame:
Select either the Activity or the Attachment radio button.
Enter the Code or hover over the field with your cursor and press [F4] to open the list of Activities or Attachments for the Entity Code you selected. Select the Activity or Attachment you want from the list.
Click OK. The Date, Time, and Description for the Activity or Attachment is added to the corresponding fields.
From the Attachment Details frame, you must enter a Category and Description. If you deselected the Details checkbox in the Apply settings to all files frame, you must click on each file in the list and enter the Category and Description separately for each file.
Your selections in the Options frame apply to all files regardless if they are being attached individually or as a group:
The Create Activity checkbox is selected by default and cannot be changed.
You have the option to select the Client Viewable checkbox if you want the attachment to be accessible by those clients who you have granted permission.
Selecting the Delete from Inbox checkbox removes the email from your Inbox and moves it to your Deleted Items folder upon attachment to TAM.
Click OK to attach the email and open the New Activity Detail screen. Complete the necessary details for the activity and click OK.
Click Cancel to close the Attachment Detail window without attaching the email.
You must deselect the Group Files and the Attach To checkboxes to attach each email message separately. Remember, you must complete the Attach To, Activity/Attachment, and Attachment Details sections for each message included in the Files list.
In your Microsoft Outlook Inbox (or another mail folder), select more than one email message.
Click Attach to TAM in the Home ribbon. If Applied TAM is not already open, you are prompted to log in. This login only gives you access to the Attachment Detail window. You must launch TAM separately to perform any other work in the system.
All selected email messages display in the Files list; the Subject line of each message is used as the corresponding filename.
To attach each email separately, you must deselect the Group Files and Attach To checkboxes.
If necessary, you can deselect the Details checkbox but you must enter a separate Category and Description for each file in the Attachment Details frame.
Select a file from the Files list and complete the following:
In the Attach To frame, select the Entity Type from the dropdown.
Enter the Entity Code. If you do not know the Entity Code, hover over the field and press [F4] to look it up:
If necessary, select the Include Inactive checkbox to include any inactive accounts to the list.
Select the Code for the account with the contacts you want to add and click OK.
If you selected the Entity Type of Customer or Prospect, you have the option to select a Policy to attach the email. The Entity Type of Customer also has the option to select a Claim to attach the email.
If necessary, you can attach the email to an existing Activity or Attachment from the Activity/Attachment frame:
Select either the Activity or the Attachment radio button.
Enter the Code or hover over the field with your cursor and press [F4] to open the list of Activities or Attachments for the Entity Code you selected. Select the Activity or Attachment you want from the list.
Click OK. The Date, Time, and Description for the Activity or Attachment is added to the corresponding fields.
From the Attachment Details frame, you must enter a Category and Description. If you deselected the Details checkbox in the Apply settings to all files frame, you must enter the Category and Description separately for each file.
Select the next file from the Files list and repeat these steps for each file in the list.
Your selections in the Options frame apply to all files regardless if they are being attached individually or as a group:
The Create Activity checkbox is selected by default and cannot be changed.
You have the option to select the Client Viewable checkbox if you want the attachment to be accessible by those clients who you have granted permission.
Selecting the Delete from Inbox checkbox removes the email from your Inbox and moves it to your Deleted Items folder upon attachment to TAM.
Click OK to attach the email and open the New Activity Detail screen. Complete the necessary details for the activity and click OK.
Click Cancel to close the Attachment Detail window without attaching the email.
Use this option to attach an email you are composing (whether a new message, a reply, or a forwarded message) to Applied TAM when you send it. You must complete the entire workflow before the email can be sent and attached to the account you selected.
Select the Attach to TAM checkbox and click Send.
The Attachment Detail pop-up window displays. If you have made any selections using the TAM Contacts or the Insert TAM Attachments options, the Attachment Detail screen will prefill with the Entity Type and the Entity Code, and the subject of the email will be entered into the Description field. You can edit any of the options as needed:
In the Attach To frame, select the Entity Type from the dropdown.
Enter the Entity Code. If you do not know the Entity Code, hover over the field and press [F4] to look it up:
If necessary, select the Include Inactive checkbox to include any inactive accounts to the list.
Select the Code for the account with the contacts you want to add and click OK.
If you selected the Entity Type of Customer or Prospect, you have the option to select a Policy to attach the email. The Entity Type of Customer also has the option to select a Claim to attach the email.
If necessary, you can attach the email to an existing Activity or Attachment from the Activity/Attachment frame:
Select either the Activity or the Attachment radio button.
Enter the Code or hover over the field with your cursor and press [F4] to open the list of Activities or Attachments for the Entity Code you selected. Select the Activity or Attachment you want from the list.
Click OK. The Date, Time, and Description for the Activity or Attachment is added to the corresponding fields.
From the Attachment Details frame, you must enter a Category and Description.
The Create Activity checkbox is preselected from the Options frame and cannot be changed. However, you have the option to select the Client Viewable checkbox if you want the email you are attaching to be accessible by a client.
Click OK to attach the email and open the New Activity Detail screen. Complete the necessary details for the activity and click OK.
Click Cancel to close the Attachment Detail window without attaching the email.