• History and Milestones
  • About milestones
  • To save a document as a milestone
  • To manage milestones
  • To manage milestones from Form mode
  • To use milestones to track document versions

Managing Milestones

Saved milestones can be managed according to the information attributed to the milestone, such as date and time, user and any comments.

1. On the Document tab, click History.
2. The milestones are listed from most recent to earliest version. Analyze the information about each document.
3. If desired, select a milestone document and click View Milestone to preview it.
4. Delete any versions that are extraneous or obsolete by selecting the milestone and clicking Delete Milestone.
5. Click Close.

SmartSync

Some of the options for this feature are not available in Working Papers with SmartSync.

Related topics

• About Milestones
• Managing Milestones from Form Mode