Note that External instructions are only send to the external users i.e. law firms assigned to particular file matters and should be approved, accepted, executed and complete the instructions using Elite Counsel.
This section contains all instructions registered in the system. It gives direction on what should be done and they must have a receiver to execute and complete the instruction once done.
It allows you view the status of the instructions which can be ( in progress, pending acceptance) once completed you are able to mark the instruction as completed.
Follow the below steps:
1. Log into the system
2. Click on "File Management" module
3. Click on "Instructions" sub module
4. Click on External Instructions link
5. This displays a list of all the external Instructions captured in the system
As per the below example shows the sender, receiver, details of the instructions, status etc
6. Search and Advance search to perform a quick search
7. Click on Add New Instruction to send an External instruction
8. Fill in all the details accordingly in the provided fields New External Instruction form
As shown in the example below, fill in the date, client, file, receiver, details, approver etc
9. Once done click on the Send Instruction button to submit it successfully
10. The Instruction below will read as Pending Approval which is now awaiting approval from the selected approver. Once approved the external receiver will now view, execute and complete the instruction.
