Configuring Engagement History Settings
The engagement history settings determine the specific events recorded by Working Papers. Use this topic to familiarize yourself with the available events that can trigger a log event in the client file.
Prerequisites
- If Protection is activated, you require the Engagement right, Modify History Settings, to perform this operation.
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For SmartSync users, ensure you are online and synchronizing with the parent file to make any changes available to other online users.
Procedure
- On the Engagement ribbon, click History.
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From the History tab you can see all history events recorded for this client file.
- Click the Settings tab.
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Change the history settings by enabling or disabling the desired events to be recorded in the client file.
When a checked event occurs in the file, a record of this event is logged under the History tab in Engagement History or Document Properties (depending on the event type). >>Quick Reference
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Change the milestone settings on each event using the Save Type option.
You can specify that milestones be generated when certain events occur in the file. >>Quick Reference
- Click OK.
Results
When a selected event occurs in the file, a record is logged in the client file and accessible from the History tab in the:
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Engagement History dialog
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Document Properties dialog
