This module enables you to request for an item which has been registered in the safe. Note that once the item has been approved this is when the person requesting for it will get access to the document.

Please follow the below steps:

  1. Log into the system
  2. Go to "File Management" module under "Add-Ons" Sections click on the "Request Safe Item" link 
  3. Click on the Request Safe Item button on the top left
  4. Fill in all the details in the pop out Document Request form i.e. client, file, send instruction to (select the user instruction should be sent to) and approver.
  5. Scroll down and click on Request Document button once you are done
  6. Once approved you will get to view the document