Manage Files

This module provide users with efficient access to and management of all files registered in the system. It allows users to view information such as contact details, file open dates, status, responsible advocates handling the files, and fee balances. Also, facilitates effective file management by offering a centralized and efficient way to monitor and manage files.  

Steps:

  1. Log into the system

  2. Locate  file management module

  3. Within the file management module proceed to the "Maintenance" section. Click on the "Manage File" link

  4. Once on the manage file page, click on the "Open New File" button on the top left
  1. Fill in the details on the pop out titled “Open New Client File” form. Complete the form by filling in all the necessary details i.e. associate handling, Client, open date, approval partner.
  2. Scroll down and click on "Open File" to save after entering all the necessary details