Konekta Support

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 Item Movement History collection in the Deed Packet Safe Custody Matter.  

The Item Movement History is a multi-row data collection where you have the ability to record the movement and removal of multiple documents/items that are contained within a deed packet but allows for them to be recorded as individual movements with individual document/item specific details (ie Will was given to probate, certificate of title to conveyancer).

  1. Firstly, click on the Item Movement History data collection within the Deed Packet matter 
  2. Click on +New Record  
  3. Complete the details of the removal as required and hit save.

***NOTE - There is also an inbuilt email template and correspondence to notify the client of the movement.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.