Use the Attachment browser to keep all attachments organised and then easily generate an index for yourself, client or other professionals. See below for tips on how to do this.
Go to the Disclosure Tab and click on Attachments to open the browser.
Use the left hand mention to browse attachments for each item. Use the drop-down arrow to order or filter your attachments. There is also a handy search function to find documents using key words.
To rename documents to make them more meaningful, click on the 3 dots '...' icon to the right of the document and select 'Edit'. Then use the short summary name field to provide a more specific title for indexing purposes.
Whilst in the edit window, you can re-organise the attachment and attach it to the correct item if the client uploaded uncategorised or against the wrong item. Simply click on the 'Attach to' drop down and select the correct item:
At any time, generate an Attachment index by clicking on the 'Documents' tab and selecting the 'Attachments' report shown:
The index in Excel provides hyperlinks to the document in FamilyProperty so you can quickly review an attachment if required.