Cases
| Case ref | Purpose | Property | Owner / Land ID | Request date | Status |
|---|
New case
Turnaround log
| Step | When | By |
|---|
Firm library
Your past signed reports, used as templates. Client names, IC numbers, addresses, lot and title numbers and values are replaced by placeholders before saving. The original file is not stored.
| Title | Property | Purpose | Bank | Area | View |
|---|
Add a past report
Documents
The firm's working documents. Invoices, receipts and statements belong in your accounting system, not here.
| Title | Type | Version | Added | Actions |
|---|
Add a document
Staff and roles
One person can hold several roles. Tick the roles, then press Save on that row.
| Name | Roles | Access | Save |
|---|
Add a staff member
May Airis support then creates the login with this email and sends it to them. Their roles apply the moment they first sign in.
Waiting for a login
| Name | Roles | Added | Remove |
|---|