Attachments library

Attachments are files that appear as links in the Custodian portal. For example, you may want to provide a supplemental document for a custodian to read before they acknowledge participation in a project.

Attachments, unlike communications, are not sent out to custodians. See Portal Content.

To add an attachment to the library:

1. Click New Attachments.
2. Click Choose File.
3. Locate the file you want to upload.
4. Click Open.
   Upload starts automatically.
5. In the Communication Details section, click Select.
6. Select a communication and move it to the right column.
7. Click Save.

Click an attachment to view its details.

Click Delete to delete the attachment.

Adding attachments to a communication

When you add an attachment to a communication, the communication must be part of a project. If someone deletes the project linked to a communication, the communication loses its project association. A SQL error appears when you try to add attachments.

Avoid this by associating the communication with a project before adding attachments. To avoid affecting active matters, use the Legal Hold Template project or a dedicated template project. You can add and maintain attachments. The communication remains available for future use.