The Safe custody add on works just like creating a new Action.


Click on the GREEN + Button and choose Matter (Action may be renamed as Matter in your system)



Now select the option MATTER



Now select Safe custody from the list of Action Types Available




Create the Packet by giving it a name ie PACKET - Will of Smith and Shaw

Best to give this a name for which you can search by later on





Complete the rest of the request fields to create your Packet.



How to record items stored within your packet


You can record one or more items in your packet by following these instructions. Click Here