Client files and previews
Find files held for a client and distinguish client records from case evidence.
Source reviewed Product documentation
A client's files can come from a direct firm upload, the client upload flow or a Workpapers case. BeforeMay Clients exposes files both on the client page and in the practice's Files view. Use the client, year, category and source filters to narrow the list.
Upload to the right place
An upload against the client record belongs to the client and need not have a case. An upload to a Workpapers case belongs to that year's evidence. If you want a document to inform a particular working paper, file it through that case's upload flow; having a file somewhere in the client's directory is not by itself a guarantee that the next build will use it.
Preview and download
Open a file to preview it. The shared viewer supports PDFs, images, Word
.docx documents, text and email. PDF find, image zoom and the drawer's
previous/next controls help compare the file with the record you are reviewing.
Use Download when you need the original file.
Email previews unpack the covering message and attachments. Remote email images are held back. A Word fallback may show the content without exactly reproducing the original layout; check the original before relying on a visual detail.
A preview is not a review
Opening a file does not confirm that its figures are correct, make an unreadable scan readable or update an already generated workbook. After adding or replacing case evidence, inspect the case's changed-document notice and update the working paper when needed.
For extensions and format limitations, read file formats. For what deletion removes, read retention and deletion.