You are able to use the Attachments Explorer to easily navigate to and/or open attachments in a Matter.
Once you select a document, if your document is a PDF, it will open up in a new browser so that you can continue to work within your tab (e.g. Balance Sheet), and review the document at the same time.
To access these attachments:
- Whilst in your Property or Parenting tab, expand the left-hand menu and click to the expand button to expand the Attachments.
- The attachments will expand out to the Attachments Explorer.
- Click on All attachments or click on the relevant section.
- Click on the document. If the document is a PDF document, it will open up in a pop-up window.
- Click on the cross at the top right of the attachment explorer to revert back to the normal menu.