How to add file Progress and Bring Ups

Linah Lugalia

Created Oct 14, 2021

How to add file Progress and Bring Ups

This module enables you ta add file progress and bring Ups/ reminder of the activities regarding the client matters being handled.

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Elitesuiteke

8 Steps
1

Log into the system

Log into the system
2

Go to File Management Module

Go to File Management Module
3

Click on Maintenance link

Click on Maintenance link
4

Click on File Progress / Bring Ups

Click on File Progress / Bring Ups
5

Overview of all the file progresses and Bring ups captured in the system

The Advance Search tab also enables you to perform a quick search 

Overview of all the file progresses and Bring ups captured in the system
6

Click on Add New Progress button

Click on Add New Progress  button
7

Click on Add File Progress & B/Up option

This enables you to add a progress and a Bring up(B/Up)

Click on Add File Progress & B/Up option
8

A file Progress/Bring Up form will pop out

Fill in all the details appropriately on the pop out form i.e. date, client, file etc once done click on the Add Action button to submit

A file Progress/Bring Up form will pop out
Well done!
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