Steps:
- Log into the System
- Go to the “File Management” module from the main menu.
- Under the “Add-Ons” section, click on the “Document Safe Management” link. This will display a list of all documents in safe custody along with their current status.
- Scroll through the list or use the Advanced Search to quickly find the specific document associated with the client.
- Once you have located the document, click on the “Return to Client” link.
- A pop-up form will appear showing all documents and their details. Select the document(s) you wish to return by ticking the checkbox on the left side of each relevant item.
- After selecting the document(s), click the “Return” button at the bottom of the form. The status of the document will update to “Returned to Client” confirming the completion of the process.