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


Log into the system

2. Go to "File Management" Module


Go to File Management Module

3. Click on "Maintenance" sub module

Click on Maintenance link

4. Click on File Progress / Bring Ups link

Click on File Progress / Bring Ups


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.


Overview of all the file progresses and Bring ups captured in the system


6. To now add a progress/Bring Up, click on Add New Progress  button

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)


Click on Add File Progress & B/Up option

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.



A file Progress/Bring Up form will pop out