Safe Custody / Deeds Add on

Draft - How to create a new Deed/Safe Custody Packet
The WorkCloud Safe Custody add-on works on the same basis of general "Related Matter" therefore establishing the link between the client file/curr...
Mon, 11 Nov, 2019 at 9:58 AM
How to record the storage of a Safe Custody Document/Item
To record the document/item that is to be stored in Safe Custody this is done by from within the Packet Contents collection in the Deed Packet/Safe Custody ...
Mon, 11 Nov, 2019 at 12:54 PM
How to record the removal/movement of a Safe Custody Document/Item
To record the movement and/or removal of a Safe Custody Document/Item that has ALREADY been stored within a deed packet, this is done by from within the Ite...
Mon, 11 Nov, 2019 at 10:47 AM