How to send an External Instruction

Linah Lugalia

Created Oct 15, 2021

How to send an External Instruction

This module enables you to send an instruction to other Law Firms from the system

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10 Steps
1

Log into the system

Log into the system
2

Click on File Management

Click on File Management
3

Click on Instructions link

Click on Instructions link
4

Click on External Instructions option

Click on External Instructions option
5

This displays a list of all the external Instructions captured in the system

As per the below example shows the sender, receiver, details of the instructions, status etc

This displays a list of all the external Instructions captured in the system
6

Search and Advance search to perform a quick search

Search and Advance search to perform a quick search
7

Click on Add New Instruction

This is to add a new instruction

Click on Add New Instruction
8

Fill in all the details accordingly in the provided fields New External Instruction form

As shown in the example below, fill in the  date, client, file, receiver, details, approver etc

Fill in all the details accordingly in the provided fields New External Instruction form
9

Once done click on the Send Instruction button to submit it successfully

Once done click on the Send Instruction button to submit it successfully
10

The Instruction below will read as Pending Approval which is now awaiting approval from the selected approver

Once approved the external receiver will now view the instruction

The Instruction below will read as Pending Approval which is now awaiting approval from the selected approver
Well done!
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