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 viewing the correct party first.
From the Attachments browser view, you can:
Search through existing attachments.
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.
3. Edit attachments, including: - Renaming attachments for indexing purposes. - Marking attachments as "Accessible" so the other side can access them via the Disclosure Portal. - Categorise and keep attachments organised by tying them to balance sheet items or to other sections of the matter Eg, tying a
valuation document to the House (Asset).
To do the above, 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 meaningful title for indexing purposes.
Whilst in the edit window, you can organise the attachment by ensuring it's tied to the correct item. Click on the 'Attach to' drop down and select the correct item:
At any time, generate an Attachment index by clicking on the 'Documents' in the left-hand menu and click on the 'Attachments' report to download an index of all your client's or a party's documents. Note: this index doesn't contain the other side's documents. Use 'Disclosure index' for this.
The index in Excel provides hyperlinks to the document in FamilyProperty so you can quickly review an attachment if required.
Have additional questions?
Contact our friendly Client Support team to help resolve your enquiry.