Applied Users Forums

General Topics => Helpline => Topic started by: Sara Lieser on April 01, 2011, 10:46:44 AM

Title: Cleaning Up Form Letters
Post by: Sara Lieser on April 01, 2011, 10:46:44 AM
It is time to clean-up our cache of TAM form letters.  Does anyone have recommendations or cautions regarding this process?
Title: Re: Cleaning Up Form Letters
Post by: John Haber-Smith on April 01, 2011, 11:40:06 AM
I alaways take a copy of the document before deleting it from TAM - copy it out of the doc folder on the network drive into another folder - I call mine old tam docs and then go into formletter setup to delete them.
Title: Re: Cleaning Up Form Letters
Post by: Andrew Carrick on April 04, 2011, 08:36:14 AM
Good tip. I have had cases where someone always wants the one I've deleted.