Help centre / Desk / Legal work
Keep original wills and deeds in the strongroom
The strongroom register says what original documents you hold for clients, exactly where each one is, and who took it out and why.
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Add a document
Go to Strongroom
Press Add document and fill in:
- Client, and the Matter if it belongs to one
- Document, like a will, codicil, title deeds or a lasting power of attorney
- Dated, if you know it
- Description
- Where it’s kept, like “Safe 2, box 14”
- Came in
Press Add to the strongroom.
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Find one again
Use Search the strongroom, and choose Held or out, Out or Released to narrow the list.
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Record a move
Open the document. Under Record a move, choose What happened: Taken out, Brought back or Released. Say On what day, Who it went to and Why, then press Record.
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Check its history
History lists every move with who recorded it, so you can answer for the document at any time.
If something goes wrong
You can’t see Strongroom in the menu. The Wills and probate pack is off. Ask your Desk admin to switch it on.
Still stuck? Write to [email protected] and we'll get back to you.