File Management
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
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
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
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
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
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
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
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
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
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