How to attach an item from one claim to another claim's email
Open the Search screen
1: Click Search from the menu - the Search window will open.
Open the required client
1: If required enter some search criteria or press 'Enter' for all.
2: Double click on the required client - the Client window will open.
Open the client's Email window
1: Notice that the client has multiple claims.
2: Click the Document library tab - the Document Library will open.
3: Select the required template for email.
4: Click the Email button - the Email window will open.
Open the insert menu
1: Click the Insert button from the menu.
2: Select Attachment From Client - the Client History window will open, displaying all the client's documents and attachments.
Attach an item from a different claim
1: Select the required document/attachment.
2: Click OK and continue setting up the email to your requirements.
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