1 All attachments recieved should be saved in a client folder on the N drive or copied into Tam
2 All emails sent regarding or to any client should be saved in a Client folder in your Webmail program
3 If you do not know who its from do not open it ask Ryan to open it or save it to your A drive!!!
4 Any coverage bound using email should be faxed as well or a copy place in the folder. Definatly not saved only on your C drive in Outlook!
A client file should also be maintained on the N drive for each client. All proposals, scans, digital pictures, etc. should be maintained in this single file. Please help with this!