View records
Open the repository to see UDIN records already saved.
Document Vault
The UDIN Repository is where the practice views and updates Unique Document Identification Numbers. Set the UDIN number and keep the document name with the record.
Open the repository to see UDIN records already saved.
Set the UDIN number on the document and save it.
Update an existing UDIN when the number or document name changes.
Keep a document name, and tags, with the UDIN entry.
Start from the UDIN list in Document Vault.
Enter the Unique Document Identification Number.
Save the document name with that number.
Return to the same record when the UDIN needs a change.
UDIN records are viewed together instead of only inside each filing.
Document name sits with the UDIN you set.
A saved UDIN can be updated from the repository.
Book a demo on CA Cloud Desk. When you are ready to work in the software, open this feature in Partner Desk.