In this session we will cover what scan descriptions can do to increase your efficient use of etfile. You will see how by using these simple to create tags you will be able to cut down on duplicate information being set up in your management system and how searching can be enhanced as well. These are just a couple of the advantages that we will demonstrate in this session.
For Agency Owners, Operations Managers, Administrators, Users and IT:
Learn how using On Demand can transform how you do business today. On Demand solves the problem of not being able to email large documents, helps with security and compliance issues and keeps your customers informed with web access and much more!
The transition to our new support system will take place over the next few months. Learn how to submit cases when you have questions and see all of the benefits of the new system which include a library of solutions, videos and more! A must see for all!
You probably know that documents in etfile can be linked to activities in TAM. This webinar shows how there are other levels of integration possible with TAM. Policy, Claim, Activity and Customer integration are all possible, either exclusively or all together. What level of integration you choose can make a difference in how you set up and use etfile and in this webinar we will cover everything you need to know when deciding which is the best way to go. You can even decide to use different methods for each group within your office or different workflows within a single group. Topics covered in the webinar include:
Having it all: Activity, Policy, Claim and Customer integration all together (update from etfile may be required).
Direct Claim integration only (update from etfile may be required).
Policy level integration only, including etfile’s new Switch Policy utility which makes the specific challenges of linking to policies a thing of the past. (Download of utility required).
Searching from all the possible integration points in TAM.
In this short survey class we go over the fundamentals to front end scanning to give you an idea of how this workflow can improve your efficiency. Topics covered include scanning, the Workflow Console and Analytics.
In this session, you will learn all the different ways you can drag and drop with etfile. From Outlook messages to dragging folders and all their contents to quickly placing items in your inbox. Discover all that dragging and dropping can offer.
