Attachment Index

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 isn't shown, simply click on 'Show all documents' where you can search, or you will find it within the Disclosure section.

2. The report conveniently lists all attachments by item using the short summary name as the title so you can name attachments according to your requirements so they are meaningful and organised (rather than the filename as uploaded by the client). The Index provides hyperlinks back into FamilyProperty for quick reference.