Steps:


The View File Detail feature provides an overview of all information and actions related to a specific file. It enables users to access key data, track progress and manage associated records efficiently.

 

Steps to View File Details:

  1. Log into the System
  2. Click on the “File Management” module from the main navigation menu.
  3. Under the “Maintenance” section, select the “Manage Files” link.
  4. Scroll to view the complete list of all files currently available in the system.
  5. Locate the file you wish to view.
  6. Click the “Action” button on the right-hand side of the file row. From the dropdown options, select “View File Details.”
  7. This displays a detailed view of the file, including:
  • Client and File Information: Basic details such as client name, file number, file type, and date opened.
  • Next Bring-Up Date: Any scheduled future follow-ups associated with the file.
  • File Statistics: Summary data like receipts, payments, outstanding balances
  • Quick Links: Direct shortcuts to add file-related items like instructions, documents, fee notes etc.
  • Fee Notes: Invoices captured for the file displaying fees charged
  • Quotations: quotes issued to the client.
  • Documents: A list of all uploaded documents within the file.
  • File Progress Status: History of the file’s progresses captured.
  • Instructions: Specific directions and requisitions for the file. 
  • Diary: scheduled appointments for the file