Category Archives: Industry-Insurance

How to Unattach and Re-attach with your AMS

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How to Unattach and Re-attach
The Unattach feature is used to remove the link between the document filed in etfile and the Activity and Customer in TAM (or your Agency Management System you linked the document to). This feature can be used to correct a mistake attaching the document filed in etfile to the wrong Customer or Activity in TAM. The Attach or Attach and Move feature is used to correctly link the document filed in etfile to the Customer and Activity in TAM (or your Agency Management System used). These features are described in detail below.

View Full Document Here: How_to_Unattach_and_Reattach.pdf

Attach and Move Feature Video

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The purpose of the Attach and Move Feature is to manually attach a document to a client, add a description for the document and then MOVE the document to a folder in a Cabinet. You can accomplish this by selecting a File in your Inbox OR a file located in and folder.

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All Things Deleting

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Do you think you know everything there is to know about deleting in etfile?

Test your knowledge by viewing our webinar where we covered All Things Deleting. Topics covered include deleting from a user mailbox and from a cabinet, the RECYCLE user, permissions associated with deleting, safety nets built in for your protection and even some information about what happens on the Windows side when you delete.

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Explore the New etfile Help Center

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etfile is proud to announce our updated Help Center!

We made changes to sort information into the different industries that we serve and to give you better searching tools with shortcuts to key information. In this short webinar we will show you what we have changed for the better and how to get the most out of the your new Help Center.

Train and learn etfile more effectively!

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EPIC-etfile Integration

Thinking of moving to EPIC from your current agency management system? Want to learn more of the ins and outs of the integration.

This demonstration covered the:

Basics of how to import documents and link them to contacts, activities, claims and policies in EPIC.
Steps needed for the conversion so that you don’t lose links when you put all your customer information into EPIC.
And more!

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