Inward or outward
Each row is marked inward or outward, and a record already sent shows as already outward.
Document Vault
Track documents as they come in and go out
Record each inward or outward document with the client file, type, date, and who handed it over. Mark a record outward once it has left.
What this feature does
What arrived
The list keeps client file name, document type, mode, location, and entry date.
Handover
Hand over to, hand over by, and notes stay on the same record.
Find and add
Filter the list, import from Excel, edit a row, or download a PDF.
How it works
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1
Add the record
Enter the inward or outward document, including row detail or an Excel import.
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2
Name the file
Set the client file, document type, mode, and location.
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3
Record the handover
Note who handed it over, who received it, and the entry date.
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4
Mark outward
Mark the record outward when it leaves. Download the PDF if you need a copy.
Why it helps your CA firm
A movement log
Inward and outward stay on a list instead of in loose registers.
Clear handover
Hand over to and hand over by are part of the record.
Status you can see
A document already sent is marked already outward.
Related Document Vault features
See Inward and Outward Documents in your practice
Book a demo on CA Cloud Desk. When you are ready to work in the software, open this feature in Partner Desk.
Contact Info
- Plot No 159 & 160, Balaji Enclave, Govindpuram, Ghaziabad, U.P. 201013
- +91 120 430 8902
Mon - Sat: 11.00 am - 7.00 pm
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