Safe Custody / Deeds Add on

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
How to create a new Packet
The Safe custody add on works just like creating a new Action. Click on the GREEN + Button and choose Matter (Action may be renamed as Matter in y...
Tue, 16 Jun, 2020 at 5:03 PM