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CommunityI have a Document Register printout for our Safe Custody and several of the matters are not showing client details. I have checked the matters and the client details are on the matters. Can anyone tell me how to rectify this?

I have a Document Register printout for our Safe Custody and several of the matters are not showing client details. I have checked the matters and the client details are on the matters. Can anyone tell me how to rectify this?

Amanda Bosworth (Customer) asked a question.

I have a Document Register printout for our Safe Custody and several of the matters are not showing client details. I have checked the matters and the client details are on the matters. Can anyone tell me how to rectify this?

  • Belinda Comber (Customer)

    I go into the packet register from the main menu and click on the packet that does not show a client. You can then add the client in there. At this stage, the matter will disappear. Save the window and then go back into it and you can then re-add the matter.

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I have a Document Register printout for our Safe Custody and several of the matters are not showing client details. I have checked the matters and the client details are on the matters. Can anyone tell me how to rectify this?