Help Center / LEYMAX RECORDS

Deliver a packet by purpose

Each purpose (AHCA inspection, personnel audit, patient admission…) has a predefined packet with the right papers. You write who it is for and why, and the system builds one PDF with certificate and index.

Where to find it

Top bar → Export → tab "Packets by purpose"

  1. Export → "Packets by purpose". Each packet shows its traffic light: "N pending actions", "N pending reviews", or "Nothing to deliver yet — upload the evidence first".
  2. Press "Create packet". Fill "Reason for the delivery" (at least 5 characters) and "Delivered to". Press "Generate packet".
  3. "Preparing packet…" and then "Download". The PDF carries a certificate page, an index by folder and every archived paper.
  4. You do not have to wait on this screen: a green notice says it is being prepared, and the PDF downloads by itself when it is ready, on whatever screen you are on. If it fails, a notice tells you.
  5. The strip "Created in" shows the agency the delivery belongs to. To work with another agency, change it at the top, on the agency name.
  6. Dates in the index belong to the paper included in the delivery. An unresolved date may be blank; check that paper in its row. A newer replacement does not provide the date for an older copy.
  7. If the packet is incomplete you will see "This packet is incomplete": only an administrator can "Download anyway".
Tip

The "Delivery log" below keeps every packet: who asked for it, for whom, why and when. That is what you show when someone asks "who took this out?".

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