Safe Custody register (records of documents registered on Contacts, not for Matters)

We aren’t planning on releasing the Safe Custody feature in the US product, the reason being this feature is reflective of a specific service and custodial duty that AU attorneys provide for their clients. If US attorneys provide similar services, please let me know.

We do want to build the ability to store files like documents on Contacts though, precisely for this reason. Can you answer a few quick questions for me?

• How many documents would you, on average, store on a Contact? Can you give a few examples (ex. birth certificate, copy of passport, etc.)?
• Other than a place to store the file and searchability, is there any additional functionality that would be helpful when storing files on Contacts (ex. numbering system, sorting on columns, upload date data, etc.

How many documents would you, on average, store on a Contact? Can you give a few examples (ex. birth certificate, copy of passport, etc.)?

It will depend: for individuals, the final signed version of their estate planning documents + amendments (so anywhere from 3 to 10-15 files); for businesses, the corporate docs such as bylaws, resolutions, stock ledger, annual minutes, etc (so anywhere from 5 to dozens depending how long the business has been operating). 

Other than a place to store the file and searchability, is there any additional functionality that would be helpful when storing files on Contacts (ex. numbering system, sorting on columns, upload date data, etc.

not sure, definitely sorting on columns, maybe folders to organize files

Thanks ​@VRose - that's very helpful. I will note this and may reach out in the future to discuss design or other other functional requirements.

Hi Sam - i am jumping on here to let you know that we would also like to have a separate documents tab attached to the contact card.  Our firm does not hold any safe custody at the present time, however we could in the future.  Unit then, we do have a number of documents that relate to clients rather than matters - ie

1. VOI documents
2. Company searches
3. Trust Deeds

Just to name a few - we find it cumbersome and time wasting to find the VOI docs or the Trust deeds on other matters.

We don’t need numbering systems, but upload date and staff responsible uploading the documents ability to add a title to the document 

Thanks for your time.

Cath

Thanks ​@Cath - PLQ! I may reach out via email to set up some time to chat about this more in the future