• Content Management
  • Managing the Content
  • Check for Updates - Firm Master
  • Firm Update Options
  • Summary of Update Methods
  • Checking procedures status
  • Resetting the procedure status
  • Procedure Highlighting
  • Highlighting procedures
  • Client File Updates
  • Specifying document updates for client files
  • Specifying mapping and grouping structure updates for client files

Highlighting Procedures

To highlight procedures:

1. From the Document Manager, open the work program or checklist you wish to review.

2. From the Document menu, select Display Highlight Options.

3. Check the Highlight Options as shown.

4. Review the highlighted procedures that were previously changed.