Skip to main content
Solved

Power and Estates Register

  • September 25, 2023
  • 1 reply
  • 48 views
K

Wondering if there is a Power and Estates Register within the Safe Custody Register? Thanks.

Best answer by Tony Hastings

Hi @KateL 

While we do not have specific registers within Safe Custody, you can select a category for each document that you are holding. We have many existing categories but you can also create your own custom ones.

You can then filter the Safe Custody report by the document type to create a list of that particular category.

View original
    Did you find this topic helpful?

    1 reply

    Tony Hastings
    Smokeball Team
    • Tony HastingsSmokeball Team
    • Smokeball Team
    • 13 replies
    • Answer
    • January 24, 2024

    Hi @KateL 

    While we do not have specific registers within Safe Custody, you can select a category for each document that you are holding. We have many existing categories but you can also create your own custom ones.

    You can then filter the Safe Custody report by the document type to create a list of that particular category.

    Reply


    Most helpful members this week

    Terms & Conditions