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.
The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.