File Management

To View Bring Up Report
This report contains all the Bring Ups(B/Ups) captured in the system. Steps: 1.Log into the system 2. Go to "File Management" module...
Tue, 30 Nov, 2021 at 2:56 PM
To View File Progress Report
This report contains all the file progresses captured on the system. Steps: 1.Log into the system 2. Go to "File Management" module ...
Tue, 30 Nov, 2021 at 2:56 PM
How to View Multiple Files Progress Report
This report enables you to view different progresses per client and the responsible Advocate. Follow the below steps: 1. Log into the system 2. Go to ...
Tue, 30 Nov, 2021 at 2:56 PM
To view File Status Report Summary
Follow the below steps: 1. Log into the system and go to "File Management" module 2. Click on "File Status Reports" sub module 3...
Tue, 30 Nov, 2021 at 2:57 PM
To View Monthly File Status Report
This report shows the monthly status of different clients. Follow the below steps: 1. Log into the system 2. Go to "File Management" Modul...
Tue, 30 Nov, 2021 at 2:57 PM
To view File Opened Report
This report contains all files opened in the system. Steps: 1. Log into the system 2. Click on "File Management" Module 3. Click on...
Tue, 30 Nov, 2021 at 2:58 PM
To View File Closed Report
This report shows all the files closed in the system. Steps: 1. Log into the system 2. Go to "File Management" module 3. Click on &...
Tue, 30 Nov, 2021 at 2:58 PM
To View File(s) Pending Closure Report
This is a report that shows all the files yet to be closed i.e. They are awaiting approvals. Follow the below steps: 1. Log into the system 2...
Tue, 30 Nov, 2021 at 2:59 PM
How to Close File(s)
Follow the below steps: 1. Log into the system 2. Go to "File Management" module 3. Click on "Maintenance" sub module 4. Go t...
Tue, 30 Nov, 2021 at 3:00 PM
How to Approve Files for Closure
Please follow the below steps: 1. Log into the system 2. Go to "File Management" Module 3. Click on File Reports sub module 4....
Tue, 30 Nov, 2021 at 3:00 PM