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Document Vault

View and manage UDIN records

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.

What this feature does

View records

Open the repository to see UDIN records already saved.

Set the number

Set the UDIN number on the document and save it.

Update

Update an existing UDIN when the number or document name changes.

Document name

Keep a document name, and tags, with the UDIN entry.

How it works

  1. 1 Open the repository

    Start from the UDIN list in Document Vault.

  2. 2 Set the UDIN

    Enter the Unique Document Identification Number.

  3. 3 Name the document

    Save the document name with that number.

  4. 4 Update later

    Return to the same record when the UDIN needs a change.

Why it helps your CA firm

Numbers in one list

UDIN records are viewed together instead of only inside each filing.

The document stays named

Document name sits with the UDIN you set.

Updates stay on the record

A saved UDIN can be updated from the repository.

See UDIN Repository 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.