How to Unattach and Re-attach with your AMS

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