How to Set Up an Email Attachment Index

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Important: This feature is available only in Legacy databases. If you are working in a NextGen database, this workflow is no longer supported.

An email attachment index occurs on import. All imaged emails with attachments will contain an index of those attached files in the email header. Changing this setting in your database will only apply to future imports.

NOTE: In any new database (Discovery or Litigation), the Attachment Index's default setting is ENABLED.

Modifying Email Attachment Index

To disable the attachment index on all future imports in Discovery go to SETTINGS > Import.  These same settings can be found in Litigation via More > SETTINGS > Import.

Scroll down to the find the Attachment Index on Email Images settings box and click Edit.

To change the attachment index settings, click Disable Attachment Index.

Import_Attachment_Index2.png

Below is an example of how the index will display on an imaged email when attachments are present. Shown in the document viewer screen.

Screenshot 2025-03-24 141751.png

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