File Management
File Management
This module enables you to request for an item which has been registered in the safe. Note that once the item has been approved this is when the person requ...
Fri, 19 Nov, 2021 at 11:51 AM
Process Request This contains a list of all the safe documents requested for by different users. Requests made on the safe items can be managed here. Th...
Wed, 2 Jun, 2021 at 12:18 PM
Outgoing letters These are the letters sent out from the firm to your clients and an acknowledgement form which accompanies the letter during dispatch must...
Wed, 2 Jun, 2021 at 12:18 PM
Steps: Log into the system Go to file management module under “Add-Ons Section” Click on the on the “outgoing letters” link Scroll down “Clients Outgoi...
Wed, 2 Jun, 2021 at 12:18 PM
Incoming letters This are the letters received on a daily basis i.e. from clients, suppliers. This allows you to capture the details i.e. Client, deliver...
Wed, 2 Jun, 2021 at 12:18 PM
Steps: Log into the system Go to file management module under “Add-Ons Section” Click on the on the “Incoming letters” link Scroll down “Clients Incomi...
Wed, 2 Jun, 2021 at 12:21 PM
Steps: Log into the system Go to File Management module Under "Maintenance" section, click on the “Manage Files” link Scroll down to view...
Wed, 2 Jun, 2021 at 12:21 PM
Steps: Log into the system Go to File Management module Under "Maintenance" section, click on the “Manage Files” link Scroll down to view ...
Wed, 2 Jun, 2021 at 12:21 PM
Below are the steps: Log into the system Go to File Management module Under "Maintenance" section, click on the “Manage Files” link Scroll...
Wed, 2 Jun, 2021 at 12:21 PM
Steps: Log into the system Go to File Management module Under "Maintenance" section, click on the “Manage Files” link Scroll down to view ...
Wed, 2 Jun, 2021 at 12:20 PM