Creating a lockbox

  1. On the Lockbox tab, select Actions > Create.

    Use the following guidelines to enter field values:

    Lockbox Number

    Enter the lockbox number.

    Description

    Description of the lockbox

    Open Date

    Enter the date the lockbox was opened.

    Close Date

    Only populated when lockbox is closed.

    Status

    Indicates if the lockbox is Open or Closed

  2. On the Address tab, use the following guidelines to enter field values:
    Lockbox Address

    Enter the required information for the lockbox address.

    Courier Address

    Enter the required information for the courier address.

  3. On the Comments tab, Use the following guidelines to enter field values:
    Title

    Title of the comment

    Comment

    Body of the comment

    Attachment

    Supporting documents of the comment

  4. Click Save.
  5. Close a lockbox.
    1. Select the lockbox to be closed.
    2. From the Actions menu, select Close Lockbox.
  6. Re-open a closed lockbox.
    1. Select the lockbox to be re-opened.
    2. From the Actions menu, select Open Lockbox.