Profiling Attachments in AIM
Happy Good Friday, Pesach Sameach, Happy Friday, Happy Birthday, etc., etc., etc. Did I cover everyone? No? I tried.
Anyway, today’s IT Tip comes from the joy that litigation and appellate lawyers experience preparing cases that are not my own. This happens from time to time, especially to the grouchy litigation and appellate attorneys, when we help with a matter that, for whatever reason, turned into a battle. Litigators are attracted to stuff like that, which is why starting an argument with one is a waste of time. We don’t care if you’re right, we just argue.
Cases in AIM are often organized in a way that makes whoever was working on the matter happy. And that’s the goal of IT – to make sure everyone is happy. Stop laughing, I said it’s a goal. Some folks really enjoy profiling every single email they receive, too. This isn’t necessarily bad, unless you only profile the email and not attachments to the email. In a case where hundreds of documents are served with the subject line “SERVICE OF COURT DOCUMENT,” if only that email is profiled with its subject line, you won’t find it very easy to figure out which one contains what. And this happens A LOT.
AIM has a solution! Assuming that your Outlook plug in is actually working like it’s supposed to {not my fault, I didn’t do it, nobody saw me do it and you can’t prove anything} then you can mash the PERFECTLAW menu button, and then pound the Profile button that pops up. That should bring up a dialog box asking you for all the usual stuff we ask for to get documents into AIM. So far, so good. There are also a couple of check boxes to the lower left of that screen. They look like this:
Guess what those do? Check those boxes and AIM will peel off any attachment as a separate document and give you another screen to profile it. Now you can call it what it is, like “Motion to Dismiss Twelfth Amended Pro Se Complaint,” and find it later without opening up every email in the system. The grumpy courtroom lawyers will appreciate it, too, even if they never say so.
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