This module enables you to capture different proceedings done and the next action to be taken related to different client matters.
Follow the below steps:
1. Log into the system
2. Go to “File Management” module
3. Click on “File Progress / Bring Ups” link
4. A list of all progresses/Bring Ups will pop out
5. To add a progress & Bring Up, click on “Add File Progress” button at the top and select option as shown the example below
6. Fill in all the details in the pop out form
As shown below, once done click on the Add Action to save the details
