The Document Dispatch module allows administrators to manage the transfer of physical or digital documents between employees efficiently. Follow the steps below to record and manage a document transfer:
1. Access the Document Transfer Form
Navigate to: Admin Support Functions > Document Dispatch > Manage Document Transfer
2. Enter Transfer Details- Complete the following fields:
- Transfer From (Employee Name)
- Transfer To (Employee Name)
- Transfer Type
- Transfer Date
- Weight
3. Enter Item Details- In the Item Details section:
- Item Type: Select the type of item being transferred.
- Quantity: Enter the number of items.
- Deliver To Account: Choose whether the transfer is for Business or Personal use.
- Click Add to include the item in the list.
4. Save the Transfer
- After all necessary details are added, click the Save button to finalize the document transfer.