Steps:

1. Log in to system.
2. Once you are on the dashboard, find and click on the "File Management" module.
3. Under File Management, locate on “Add Ons”, section then click “Document Safe Management” link
4. A list of all documents stored in the safe will be displayed.
5. Click on the "Register Safe Item" button to add a new document.
6. On the pop-up form, fill in the required details:

• Date - The date the document is being registered in the Safe Management module.
• Client - The client associated with the document 
• File - case file the document 
• Approver - A partner who approves the document for safekeeping.
• Doc No - Auto-generated number for tracking purposes.
• Category: Select the appropriate type 
• Document Name: Clearly identify the file for easy search.
• Condition: Physical condition i.e.  Good, Fair, Poor

7. Once completed, click on "Add Documents" to save the entry.