File Management

How to Re-Open File(s)
Note that once you are done with clients matters and close the files related, I.e.  A client might come back again and this module enables you to Re-open t...
Tue, 30 Nov, 2021 at 3:01 PM
How to capture a File(s) Initial Location
This enables you to keep track of the files location which it efficient during file requests and dispatches. Steps: 1. Log into the system ...
Tue, 30 Nov, 2021 at 3:02 PM
How to capture File(s) current position
This modules enables you to keep file movement records and know where a particular file current location. Follow the below steps: 1.Log into the sys...
Tue, 30 Nov, 2021 at 3:02 PM
How to Request for File(s)
This module enables you to send a request for a file(s)  from other departments where they are currently located. Steps: 1. Log into the system ...
Tue, 30 Nov, 2021 at 3:03 PM
How to Dispatch File(s)
This module enables you to dispatch different file requests made by users from their current location.  Steps: 1. Log into the system         ...
Tue, 30 Nov, 2021 at 3:03 PM
To view File Location Report
This report which shows where different client files are currently located. Steps:   1. Log into the system                     2. Go to “...
Tue, 30 Nov, 2021 at 3:04 PM
To view File Movement and Tracking Report
This is a report which shows all the file requests and dispatches, users who made requests and the person the files are dispatched to.  Steps: 1. Log...
Tue, 30 Nov, 2021 at 3:04 PM
How to Add/Book an Event
This module enables you to book events i.e. Trainings, meetings etc, invite users from the system and other invitees using their email addresses i.e. clie...
Tue, 30 Nov, 2021 at 3:05 PM
How to Upload Document(s)
This module enables you to upload all the documents related to a client in the system. Steps:   1. Log into the system   2. Go to “File Manageme...
Tue, 30 Nov, 2021 at 3:05 PM
How to Add Workflow(s)
This module enables you to plan on a particular activity that you are planning to work on for a particular time frame, also add different activities that ...
Tue, 30 Nov, 2021 at 3:06 PM