Please follow the below steps:

  1. Log into the system
  2. Go to “File Management” module
  3. Under Add-Ons sections, click on the “Document Safe Management” link to view all the documents in safe with their current status.
  4. Go to the specific document you wish to return to a client (you can also Advance search all the documents in safe for the client will pop out) 
  5. Click on the “Return to Client” link
  6. Return document to client form will pop out with all the documents and their details then select the specific document you wish to return by clicking on the Checkbox on the left side
  7. Once done click on the “Return” button at the bottom to submit the status will change to Returned to Client