This add-on provides the ability to record the storage of a valuable item within Actionstep.
Create single or multiple Safe Custody packets for a client, with the ability to track each individual item separately.
The workflow provides the ability to record the temporary removal and return of items in the safe custody add-on.
Use the inbuilt document templates or email template to help automate the storage of your client’s valuable items.
Store Digital Items
The Safe Custody Matter provides your clients with a secure online ‘Portal’ access to the items. You can also scan the Physical document (i.e. a Will/Deed) and upload the electronic copy for your client via the Actionstep Portal.