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Manage attachments for the Matter

Updated

FamilyProperty helps you keep all attachments organised and then easily generate an index for yourself, client or other professionals. This article covers the following:

  • Locate and Upload Attachments
  • Rename, delete or re-organise attachments
  • Documents for the other side

Watch this short video on managing your client's attachments. 

Locate and Upload Attachments

Using the Attachment Browser

To view and manage all attachments, open the attachments browser: by clicking on Disclosure in the left-hand menu, then Attachments:
 
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Browse through all categories & items to see supporting disclosure documents. When you click on an attachment this will open in a new tab (for files that are in the following formats - PDF, JPG, JPEG, PNG), other file types will download (DOCX, XLSX, TIF, GIF, ZIP, HTML, CSV, TXT).
 
Use the search function to find a specific document using a key word, or click the drop-down arrow to filter or set a specific order such as by title or upload date. 
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To Upload a document yourself:

1. Click on the item that it relates to eg. Bank account or Income to highlight it and then click Upload

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2. Browse for your file and give it a meaningful name using the Short Summary title or leave blank and the file name will be used. Click Attach

 

Within the Matter Dashboard

Any documents uploaded by a client/party using the client portal or, by the other side using the disclosure portal, will be available almost immediately in your matter dashboard. You will notice attachment icons appearing throughout your matter, against balance sheet items or within matter information such as income or considerations etc.
 
To open and download the attachment, click on the attachment icon to open the item's detailed form. From here you can click on the attachment to open and download
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To Upload a document:
1. Click on the item name or relevant panel to open the detailed form
2. Click on Attachments tab and then 'Select a file to attach'
 
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3. Browse for your file and give it a meaningful name using the Short Summary title or leave blank and the file name will be used. Click Attach

Note: if the client has access to their portal, any document you upload on their behalf will be available in their portal. 

Rename, delete or re-organise attachments

To edit the document properties, click on the ‘…’ icon to the right of the Attachment to view the menu:
 
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  • Choose Delete to remove the attachment entirely (note: the client is unable to delete any attachments they uploaded).
  • Select Edit to change the properties including;
    • use the ‘Short summary name’ for a more meaningful title or a numbering system. This title will be used as the main title in indexes. If left blank it defaults to the filename.
    • Attach to - if the client has uploaded the attachment against the wrong item, you can reorganize by selecting the correct item from the drop-down list.

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Documents for the Other Side

You can manually upload any document for the Other Side to keep all disclosure documents organised. When uploading a document either via the Attachment Browser or within the matter:

1. Tick the box Attachment is from the other side

2. Select the date it was received

3. Give it a short summary name if desired and then click Attach

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Any document from the other side whether it is uploaded by you or by the other side using the Disclosure Portal, will be clearly labelled as Disclosed (by OS):

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