Drag and Drop Documents and Outlook Emails
If you are using Outlook for email, you can drag and drop emails, along with documents stored on your desktop or document folders, directly into your clients' "Attachments" in EPIC. If you take the time upfront to do this, client management becomes a breeze. Everything you need to know about that client will be in one place and up-to-date for the best possible customer service experience.
Watch our short video and start drag and dropping like a pro
today!
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