File Management

File Management

How to Re-open a File
This module assists in re-opening a file which was once closed, example when the clients comes back you are able to re-open that particular file without hav...
Wed, 2 Jun, 2021 at 12:20 PM
How to Mark a File(s) as Dormant
This are the files which are temporarily in active. Below are the step: 1. Log in to the system 2. Go to "File Management" module 3. Under...
Wed, 2 Jun, 2021 at 12:20 PM
How to mark file as Pending Closure
Below are the steps: 1. Log in to the system 2. Go to "File Management" module 3. Under "Maintenance" section click on the Manage Fi...
Wed, 2 Jun, 2021 at 12:20 PM
How to Delete a File
Below are the steps:  1. Log in to the system 2. Go to "File Management" module 3. Under "Maintenance" section click on the Manage F...
Wed, 2 Jun, 2021 at 12:19 PM
How to change a File from an Advocate handling to another
This module enables you to change a specific advocate handling a file example, once an a particular advocate leaves they are able to hand over the files the...
Wed, 2 Jun, 2021 at 12:19 PM
How to change Advocate Handling a file(s)
To change File(s) responsible Advocate, one must have the role to "Bulk Action on Files" Go to "File Management" module Under "M...
Wed, 2 Jun, 2021 at 12:19 PM
How to check Instructions
Please follow the below steps: When selected as the checker, you shall receive a notification reading "Instructions for your Verification" C...
Wed, 4 Aug, 2021 at 5:12 PM
How to Return Documents to Clients
Please follow the below steps: Log into the system Go to “File Management” module Under Add-Ons sections, click on the “Document Safe Management” link t...
Fri, 19 Nov, 2021 at 3:44 PM
How to Return Documents In Safe
This module enables you to return documents in safe once the user who requested for it is done with the document. Please follow the below Steps: Log into...
Fri, 19 Nov, 2021 at 11:47 AM
How to Process Safe Out Requests
Follow the below steps: Log into the system Go to the notification Icon at the top page Click on the “Safe Items Awaiting Disbursements” option to view ...
Fri, 19 Nov, 2021 at 11:49 AM