Easily download a balance sheet or proposal document for your client or for other professionals.
Whilst viewing the Balance Sheet, expand the left-side panel menu and under 'Documents and Forms' you will be able to download the Balance Sheet or a Proposal document in Word at the click of a button:
This document will contain only your client/party's values &/or proposals. See joint documents below to include both parties.
Note: If you have more than one saved version of your Balance Sheet, ensure you display the desired Balance Sheet version on your screen first and then download the report.
Joint Documents
Mediators and Lawyers can generate a joint balance sheet as well as joint proposal reports in Word or Excel containing both parties values and proposals. Lawyers must first ensure they populate a balance sheet for the other side. To do this:
1. Click on 'Show all Documents' in the left-hand menu
2. Click on Joint Documents, and click to download the desired document in Word or Excel