Generate a master index of all your client's attachments organised by item and showing the short summary name, who uploaded it, upload date, file name and whether it has been marked 'accessible' etc. This index conveniently provides hyperlinks back to the relevant section in the FamilyProperty matter so you can quickly review further information.
Note: This report only includes your client's documents, any documents disclosed by the other side or party will not be shown. See the Disclosure Index
Download the Attachment Index
1. To download the Attachment Index, you could first view the Attachments browser under Disclosure in the left-hand menu. Whilst viewing it, under Documents & Forms, you will see quick access to download the Attachment Index:
2. Alternatively, under Documents & Forms in the left-hand menu, click on Show all documents where you will find this report within the 'Disclosure' section. Please select the Excel report:
3. The report will download in Excel, you may need to click 'Enable editing' to fully populate the data: