A file part is an elemental component of the file plan. It represents a record container within a matter, which can contain other file parts. File parts are categorized by their media type (jacket, insert, document, and so on).

File Part Properties

Select  and then select Properties to view the following in the Details panel:

• Properties tab: View and, where applicable, edit information about the file part.
  If you have rights to adjust file part property information, it's possible to do so directly within this panel. Any changes made are recorded and displayed in the file part timeline.

  TIP: Client and Matter information is displayed on this tab.

• Holds tab: Displays information about the holds assigned to the file part. Select  to filter the holds.

• Timeline tab: Displays information about the time, date, and the user who modified the file part. Select  to filter the timeline.

• Related tab: Displays related file parts and lets you add and remove related records.
  NOTE: To expand or collapse the file part details menu, select the Hide Details  icon.

Row actions

Select a file part and (on that row) select . The following actions are displayed (when applicable):

• Delivery Request

• Reassign

• Reprint File Label

• Relate Item

• Add to My Favorites

• Copy Record ID

• Copy Record ID

• Properties

• View Electronic Rendition