Cleaning Up Form Letters

Started by Sara Lieser, April 01, 2011, 10:46:44 AM

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Sara Lieser

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?
Sara Lieser
Commercial CSR/Workflow
Mahowald Insurance Agency
Saint Cloud, MN
Epic 2014, 39 Users

John Haber-Smith

#1
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.
John Ansell & Partners Ltd
LONDON UK
TAM 12

Andrew Carrick

#2
April 04, 2011, 08:36:14 AM
Good tip. I have had cases where someone always wants the one I've deleted.
Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.
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