Register In Out — List
What This Does
The Register In Out module lets you track physical and digital documents exchanged with clients — both documents received from clients (In) and documents handed over to clients (Out). Each entry records what document moved, how it moved, who handled it, and whether any follow-up action is required.
Before You Start
- Documents and Kept At locations must be configured under Register In Out → Document and Register In Out → Kept At before creating entries.
- You need permission to create Register In Out entries.
The List Page
The list displays all document movement entries across all clients.
| Column | Description |
|---|---|
| Date | Date of the document movement |
| Client | Client the document belongs to |
| Type | In (received from client) or Out (given to client) |
| Document | Type of document (e.g. DSC, PAN, Aadhaar, Passbook) |
| Mode | Hard Copy / Soft Copy / N/A |
| Manner | How the document was exchanged (depends on Mode) |
| Further Action Required | Yes / No — whether a follow-up is needed |
| Description | Optional notes about the entry |
| Action | Edit or Delete the entry |
Adding an Entry
- Click + Add Register In Out.
- Fill in the form — fields change based on the Type selected.
Common Fields (both In and Out)
| Field | Required | Notes |
|---|---|---|
| Date | Yes | Date of document movement |
| Client | Yes | Select from client list |
| Type | Yes | In or Out |
| Document | Yes | Select from user-created document list |
| Mode | No | Hard Copy / Soft Copy / N/A |
| Manner | No | Changes based on Mode (see below) |
| Further Action Required | Yes | Yes or No |
| Description | No | Free text notes |
Manner Options by Mode
| Mode | Manner Options |
|---|---|
| Hard Copy | Courier, Hand Delivered |
| Soft Copy | Email, WhatsApp, Other |
| N/A | Manner field is disabled |
Additional Fields — Type = IN only
| Field | Required | Notes |
|---|---|---|
| Is Original | Yes | Yes / No — whether the document is the original copy |
| Is Returnable | Yes | Yes / No — whether the document needs to be returned |
| Kept At | No | Where the document is being stored (user-created locations) |
| Received By | No | Team member who received the document |
Additional Fields — Type = OUT only
| Field | Required | Notes |
|---|---|---|
| Given By | No | Team member who gave the document to the client |
Note: Is Original and Is Returnable fields appear only for Type = IN entries.
Searching & Filtering
Click the Search button to open the search panel. Available filters:
| Filter | Notes |
|---|---|
| Date From / Date To | Filter by date range |
| Client | Filter by specific client |
| Document | Filter by document type |
| Mode | Hard Copy / Soft Copy / N/A |
| Manner | Filter by how it was exchanged |
| Type | In or Out |
| Is Returnable | Yes / No |
| Is Original | Yes / No |
| Further Action Required | Yes / No |
| Kept At | Filter by storage location |
| Received By / Given By | Filter by team member |
| Description | Text search in notes |
Click Search to apply or Remove Search to clear all filters.
Actions
| Action | Description |
|---|---|
| Edit | Opens the entry form to modify details |
| Delete | Permanently deletes the entry |
Exporting
Click Export to download the full list as an Excel file with all entry details.
Pagination
The list is paginated. Select 10, 25, 50, or 100 results per page using the dropdown at the bottom.
What Happens Next
After adding an entry, it appears in the list. If Further Action Required is set to Yes, the entry serves as a reminder that a follow-up is pending for that document.