Handling Attachments

Option 3 - Treat every attachment as an Item in its own right and NOT displaying the relationship with other Items

By this approach Attachments are individually listed (and coded e.g. for privilege in their own right) and the facility to show the links between Items is not used. If an agreement was drafted on Monday and sent to the client by fax on Tuesday, then the two documents (the agreement and the fax) are shown as separate Items and no overt relationship is shown between them e.g. in Reports or Image Bundles.

Do not use this method if you want attachments to appear sequentially after their parents as each listed Item appears as an entry in its own date order place and with its own List Number.

An Item's image does not include any separately scanned attachments

Documents which are attached to more than one Item will be scanned once and can be linked to each Item that they are attached to - you do not need to save the Attachments for reporting, printing or exporting so there is no issue over saving Items more than once.

All Items to be included, whether they are attachments or not, are marked as In List.

Each Item has its own List Number reflecting that Item's position in the List (usually reflecting its date, not what it might have been attached to)

Perhaps use Attachment Links as an aide memoire for your own internal use and analysis only i.e. as a reminder that one document was attached to another (compare Option 4 below where the Attachments mechanism is integral to the Disclosure process).

The approach to reporting, printing and exporting is identical to those for Option 1.

Although you are now listing Attachments separately rather than merged in with the parent, you are not using the Openlaw Attachments functions save as an aide memoire on the Item Links Tab - each listed Item appears as an entry in its own date order place and with its own List Number.

How do I print a Report?
Mark your disclosable Items as In List
Use Quick Query to find all those marked In List and select date Order
Save your selection as a Bundle	Ignore the options about Attachments in Bundles
Take Exclusive Use	You must be the only user
Set List Numbers for your Selection	From the Control Panel take <Data> then <Allocate> then <Numbers> then <List Numbers>
Every Item now has a List Number
Print a Report	Take <Report>. Ignore <Attachments> button. Select <List No> for your first column

How do I print a bundle of Images?
Highlight the Bundle referred to above
Assign an Image Set to the Bundle	You must define the Image Set first
Press <Print Images>	See the Printing Images Check-List

How do I export my List as a new Case?
Create your Bundle as described above	Assign an Image Set if not already done
Take <Set Bundle Numbers>. Take the option to set Bundle Numbers from the List Numbers.	The numbering then matches that on the Item Cards. The Bundle Numbers will become the Item Numbers in the exported Case.
Run Openlaw Exporter	An Openlaw Add-On, free for making read-only Cases
Select your Case and your Bundle
Pick an export option	Usually the default Disclosure option
Name the new Case	Tick the box to copy images if required
Finish the export and check the result

Note the possibility of including as an Attachment an Item whose In List or Privileged setting is different from that of the Item to which it is attached. Warnings are given about this at various relevant stages.