Safe Storage

Overview

Safe Storage pages are accessible by Users from a Contact or Organisation. There Users can add Safe Storage records of physical documents. In the Administration side of Portal, Users with Admin Permissions are able to add to some of the parameters specific to Safe Storage.

Permissions

Users with Admin permissions are able to Create, View, Edit and Delete Safe Storage options for:

• Document Type
• Safe Storage Section (Box number)

You can access these pages from the Administration Menu under Safe Storage.

Document Type

Document Types shows a list of all options for the type of physical document we are safely storing. The types of document shown on this page are able to be selected when a User creates a new Safe Storage Entry.

Create a Safe Storage Document Type

If the type of document being stored has not yet been added to the list, you can add a new type by clicking the Add Safe Storage Document Type button in the top-right corner of the page.

Simply add the name of the new Document type to the Create Safe Storage Document Types modal and click Confirm.

Edit a Safe Storage Document Type

Clicking the Document Type in the List will allow a User to edit or delete the Document Type from the Safe Storage Document Type menu.

To edit the name of the Document Type, click the pencil next to the name.

To delete the Document Type, click the Delete button in the top-right.

Sections

Safe Storage Sections shows a list of all the physical locations that physical documents are stored in with information on:

• Storage Code (Box number)
• Office

When creating a record of a safely stored document, the User needs to define where the document is stored, and this list provides the options for them to choose from.

Create a Safe Storage Section

If a new safe storage box is started in one of the offices, a User with Admin permissions will need to create a location in Portal for documents to be placed in that box to be tracked against. To create a new Safe Storage Section, click the Add Safe Storage Sections button at the top-right of the page.

In the Create Safe Storage Sections modal, define the Storage Code, select which office the physical box is located in, and click the Confirm button to save the Section.

Edit a Safe Storage Section

Clicking the Storage Section in the List will allow a User to edit the Storage Code or delete the Section from the Safe Storage Document Type menu.

To edit the Storage Code for the box, click the pencil next to the box number.

To delete the Section, click the Delete button in the top-right.