This module enables you ta add file progress and bring Ups/ reminder of the activities done regarding the client matters being handled.
Steps:
1. Log into the system
2. Go to "File Management" Module
3. Click on "Maintenance" sub module
4. Click on File Progress / Bring Ups link
5. This shows all the file progresses and Bring ups captured in the system
The Advance Search tab also enables you to perform a quick search.
6. To now add a progress/Bring Up, click on Add New Progress button
7. Click on Add File Progress & B/Up option to add a file progress and Bring Up(B/Ups)
8. A file Progress/Bring Up form will pop out
As shown in the example below, fill in all the details appropriately on the pop out form i.e. date, client, file etc once done click on the "Add Action" button to submit the details.