How to move an Email from claim to another
Open the Search window
1: Click Search from the Menu - the Search window will open.
Open the required Client
1: If required enter search criteria.
2: Click on the required client - the Client's window will open.
Open the Email
1: Click on the Claim in which the Email is currently.
2:Click the History tab - the History of the claim will open.
3: Double click on the required Email - the Email window will open.
Move the Email to a different claim
1: Click on the drop-down menu.
2: Select the claim which you require to attach the Email.
3:Click Save to History - the Email window will close.
Save and close
1: In the client window, click OK to save and close the window.
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