History and Milestones
History and Milestones is a feature for recording events in the client file and document version control. Use this feature to track and log events in the client file and take snapshots of documents during an engagement.
How Do I?
- Saving a Milestone
- Viewing a Milestone
- Comparing Milestones for Automatic Documents
- Comparing Milestones for CaseView Documents
- Deleting a Milestone
More Info >>
The engagement history settings list all the types of history events that can be recorded by Working Papers. The event types are listed under Category where some events have an additional Save Type option to specify how often milestones are generated for that event.
When a history event is triggered or a milestone is saved, a record is saved in Working Papers that includes the following details: