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...
Thu, 21 Aug, 2025 at 11:23 AM
Steps to Assign a File to a Different Advocate
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...
Tue, 26 Aug, 2025 at 2:51 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 Safe Documents to Clients
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” l...
Wed, 23 Jul, 2025 at 10:50 AM
How to Return Documents In Safe
This module facilitates the return of documents to the Safe once the requester has finished using them. Please follow the below Steps: Log into the syste...
Tue, 22 Jul, 2025 at 6:43 PM
How to Disburse Safe Items
Steps:  1. Log in to the System 2. Access Notifications at the top of the page and click on the Notification icon. 3. From the notification dropdown, ...
Tue, 22 Jul, 2025 at 6:28 PM