Disclosure

FamilyProperty makes is super simple to share and receive files with the other side. Watch the video below to learn how.

Once the matter has been moved into the dashboard, you will have access to any documents that the client has uploaded in their portal. You can check notifications via the bell icon on the top right of your screen to see any activity on your matters, including whether documents have been uploaded.

Download an index of all the attachments for your matter at the click of a button. 1. Click on 'Documents & forms' in the left-hand menu, then click on the Attachments report to download it. A quick link to this report will be displayed when you're viewing the Attachment browser. If this report i

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. From the left-hand menu, click on Disclosure > Attachments to open the browser. For mediation matters, ensure you are vi