Last updated: 17 Jun 20261 min read
Kept At
What This Does
The Kept At page lets you define storage locations where physical documents (Hard Copy, Type = IN) are kept after being received from clients. Examples might include your office cabinet, a specific drawer, a client file rack, or an off-site storage location.
The Kept At List
When no locations have been added yet, the page shows an empty state: "No Categories Entry — Get started by adding a new KeptAt."
Once added, locations appear in a list with:
| Column | Description |
|---|---|
| Name | Name of the storage location |
| Action | Edit or Delete the location |
Adding a Kept At Location
- Click + Add KeptAt.
- Enter the Name of the location.
- Click Save.
The location is now available in the Kept At dropdown when creating a Register In Out entry with Type = IN.
Actions
| Action | Description |
|---|---|
| Edit | Rename the location |
| Delete | Permanently remove the location |
Note: All Kept At locations are user-created as per your practice's storage setup.