Handling Attachments

Option 4 - Treat every attachment as an Item in its own right and appearing BOTH in its own place in the list AND as a child to another document

You may want to show an Attachment both as an entry in its own right, and to show on the face of the List that it was attached to one or more other Items. In this scenario, a draft agreement appears as one entry and the fax or message sending it appears as another, but the draft agreement is shown additionally on the face of the List as an indented attachment below the fax that it was attached to. If the same document was faxed to someone else as well, it can appear below that Item also, bearing the same List Number.

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

You may want the Item description of a parent to include a reference to any 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 would code an Item (including the attachments) as being In List to make it appear in its own right

You would give each such Item a List Number. The Attachments will appear in the printed List with List Numbers derived from their own primary position in the list, not from their position below any parent

How do I print a Report?
Mark all your disclosable Items as In List including those which are children to other Items	Attachments will appear as Items in their own right and also as Attachments. NB Make sure any non-disclosable Attachments to disclosable Items are EITHER marked Privileged OR are not linked at all as Attachments
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. Call this "Disclosure List"	Your collection of documents already includes those which are child Attachments (children are pulled in to reports for a second appearance by their relationship as Attachments)
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, including Attachments, now has a List Number	The List Number for an Attachment will reflect its own position in the date order sequence so it will almost certainly precede the Item(s) to which it is attached
Print a Report and opt to include Attachments	Take <Report>. Select <List No> for your first column. Take <Attachments> button.
Take the option "Include all Attachments"	This will include Attachments to Attachments.
Make sure you opt to exclude Privileged documents.	This is the default setting.
Take the option "Ignore the In List setting..." to bring in all Attachments to those Items which ARE marked In List i.e. those which comprise your Bundle
Your Report shows every Item as a main entry and Attachments additionally as indented sub-entries	The List Numbers run consecutively through main Items. Attachment Items will appear also as indented entries with the SAME List Number as they have as main entries.
By this method, an Attachment to an e-mail message will appear in its own place and also after, and indented from, the entry for the message and with its own List Number

How do I print a bundle of Images?
Is each child Item to be printed once only or also following its parent(s)? If once, then use the same Bundle as you used for printing the List.	Your list showed each child entry at least twice - as a main entry and as an Attachment below at least one parent. Decide if you want to replicate this in the printed Bundle of images.
If each child is to appear as often as it did in the List then you need to save another Bundle, this time with attachments included in it. Load your original Bundle "Disclosure List" as your current Selection. Save your selection as a Bundle again. This time take the option <Include Attachments>. Call this "Disclosure List with Attachments"	This will make a PrintBundle i.e. one with duplicate Item Numbers in it (because any child attachment will appear at least twice). This is OK - you do not need to load this Bundle as a Selection
Highlight the appropriate Bundle (the one called "Disclosure List" or the one called "... with Attachments").	The first will give the Items once; the second will repeat child Attachments after their parents. If the latter, the order will follow the order of the report, with Attachments appearing after the parent.
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 "Disclosure List" Bundle as described above.	You will not export the Attachment links to opponents nor export the same images twice. They can see the links from the printed list.
Assign an Image Set if not already done	Exporter needs this as the source for images to copy.
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.