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 Matter.
The Packet Contents is a multi-row data collection where you have the ability to record the storage of multiple documents/items.
***NOTE that this collection is where you install the initial storage of the document/item as such. This is not used for where you record the movements/removal of items. For steps on recording movements see How to record the removal/movement of a document/item.
- Firstly, click on the Packet Contents collection
- Click on new record
- Complete the drop down lists and data as required per item being stored.
- Once complete hit save. This will then create a single row in the table.
- Repeat steps 1-4 above if you have multiple items to be stored within the Deed packet.
***NOTE - The drop down lists of Record Type, Type of Item etc can be edited and further populated to suit your firm/practice as you would a normal workflow data collection (admin>matter types>[select matter type] Settings button>matter data>manage) as the workflow has been unlocked for your convenience.