Adding Items to a Lot

  1. Double click on the required Lot / Sub Lot then select the modular tab from the top of the lot screen (e.g. Mail)

  1. Click Add from the top menu.

  2. Apply search criteria to identify and assign related items.

  3. Select required items then click OK.

  • Any item filed within the Lot will illustrate a status within the Lot – this is specific to the Lot and can be used to illustrate progress of that item.

  • Once items are added to Lots, they become accessible within the Lot according to existing access rules. For example, attached mail will be visible to those users with access to this type of Lot and Sub Lot as long as they would otherwise have access to this mail in the register (being the sender/recipient of the mail or having company access to the mail).