File Management

File Management

How to Access Monthly File Status Report
Steps: Log into the system Go to file management Module Under "File Status Reports" click on the "Monthly File Status Report" link  ...
Wed, 2 Jun, 2021 at 12:08 PM
How to Access Monthly Staff Status Report
Steps: Go to file "Management Module' Under "File Status Reports" click on the "Monthly Staff Status Report" link  Fill in ...
Wed, 2 Jun, 2021 at 12:07 PM
How to Access File Report
File reports This contains all the information related to all files registered in the system i.e. closed files, to be obtained in report format to be print...
Wed, 2 Jun, 2021 at 12:08 PM
How to Access File Closed report
Steps: Log into the system Go to file "Management Module" Under "File Reports", click on "File Closed Report" link to view...
Wed, 2 Jun, 2021 at 12:08 PM
How to Access Files Pending Closure Report
 Steps: Log into the system Go to file "Management Module" Under "File Reports", click on "File Pending Closure" link to v...
Wed, 2 Jun, 2021 at 12:09 PM
How to Access Files Pending Approval Report
Steps: Log into the system Go to file "Management Module" Under "File Reports", click on "File Pending Approval" link to v...
Wed, 2 Jun, 2021 at 12:09 PM
How to Access Daily Random File Report
 Steps: Go to file "Management Module" Under "File Reports", click on "Daily Random Files" link  Fill in the following det...
Wed, 2 Jun, 2021 at 12:09 PM
How to Add an Event
Diary Management This sub module enables you to keep a record of different calendar events for clients and their files or even just office functions. These...
Wed, 2 Jun, 2021 at 12:10 PM
How to Access all the Calendar Events
Steps: Log into the system Go to File Management module Under the “Notes” section click on the “Diary Management” link Scroll down to Diary(Calendar Ev...
Wed, 2 Jun, 2021 at 12:12 PM
How to Add Workflows
Workflow management Used to capture different file related activities which will take place at a given period of time and the person handling. This allows ...
Wed, 2 Jun, 2021 at 12:12 PM