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 File Reports
 Steps: Go to the "File management" module in the system. Locate the File Reports section. Click on the File Reports link. In the form provid...
Mon, 25 Aug, 2025 at 9:13 AM
How to Add an Event
Diary Management This allows you to record and manage various calendar events related to client activities, file timelines or general office functions. It ...
Wed, 23 Jul, 2025 at 10:25 AM
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 A workflow is a step-by-step sequence of tasks or actions that need to be completed to achieve a specific outcome. It helps standardize...
Thu, 24 Jul, 2025 at 4:23 PM