Deeds

The Deeds folder allows you to enter all the possible types of deeds you may store for a client or matter. This list can be added to whenever necessary and is linked to the Deed Type field in the Deed Details screen so you can select the relevant type when adding deeds.

Notes

Storage locations are also used when adding deeds. These allow you to specify where you have stored the deed for a client or matter, e.g. Store Room, Shelf 1.
For details of this module, please refer to the Wills and Deeds manual, which is available from the PDF downloads page.