Note that once you are done with clients matters and close the files related, I.e. A client might come back again and this module enables you to Re-open their files once again.
Steps:
1. Log into the system
2. Go to "File Management" Module
3. Click on "Maintenance" sub module
4. Click on Manage Files option
5. A list of all the files will pop out with the details and file status
6. To Re-Open a File, go to specific File which reads closed on the status column
select it by clicking on on the check Box against it as shown below on file number 1/1/2021
7. Scroll down to the Bulk Action
This has different options i.e. Close file, Re-Open File, mark file as dormant, mark file as pending closure etc. To Re-Open a File select Re-Open File(s) option then click on Go button to save.
8. The changes will be effected
As shown in the below example file number 1/1/2021 which was closed will read as opened.
