Document safe management

This is used to manage important documents, to limit number of viewers and other users can get to request for a specific document and must be approved for one to access it if they are not part of the selected people to view and to be returned in the safe once done with it. 

The documents can also be returned to the client upon their request, it allows you know the status of the documents available in the safe, requested ones and the documents returned to clients which means they are no longer available. 

 

To view a list of all documents in safe

Steps:

  1. Log into the system
  2. Go to file management module under “Add-Ons”
  3. Click on the on the “Document Safe Management” link
  4. Scroll down to “Documents In Safe” to view all the documents i.e. the document can be retuned to client, safe out and safe in the document is still in the safe