Overview to Saving an Email to the DMS

Saving an email to the DMS is a straight forward process:

1. Copy or move the email.

2. Assign keywords to the email.

3. Set a suspense on the email. (optional)

4. Save the email to the DMS.

1. Copy (or Move) the Email

The process to copy (or move) an email to the DMS may be performed from multiple locations.

From Lotus Notes

• Save Email as Single File

• Save Email and Attachments Separately

• Save Email and Attachments as One File

• Save Email Without Attachments

• Save Attachments Only

During the Process to Send Out an Email from Lotus Notes

• Saving an Outgoing Email with Attachments to the DMS

• Saving an Outgoing Email with Attachments from the DMS to the DMS

• Saving an Outgoing Email to the DMS

2. Assign Keywords to the Email

Keywords are the indexing tools that you use to place an email in the correct location in the DMS. The Policy Information Area is where you add the related keywords to the email.

3. Set a Suspense on the Email

Suspense is used to initiate a workflow against a stored document in a document library. After the workflow has been established, you assign a task to be performed against the document. (See Set Suspense Tab or Set Suspense Tab for Multi Policy or Set Suspense Tab for Multi Billing Carrier.)

4. Save the Email to the DMS

After saving the email, it will display on the appropriate document library.

• Policy Related Documents Library

• Marketing Documents Library

• Other Client Documents Library

10/27/2008