How to move an Email from claim to another

Open the Search window

1: Click Search from the Menu - the Search window will open.

Open the required Client

1: If required enter search criteria.

2: Click on the required client - the Client's window will open.

Open the Email

1: Click on the Claim in which the Email is currently.

2:Click the History tab - the History of the claim will open.

3: Double click on the required Email - the Email window will open.

Move the Email to a different claim

1: Click on the drop-down menu.

2: Select the claim which you require to attach the Email.

3:Click Save to History - the Email window will close.

Save and close

1: In the client window, click OK to save and close the window.