• History
  • About History and Milestones
  • Engagement History Dialog
  • Properties for History and Milestones
  • Configuring engagement history settings
  • Comparing milestones in Automatic documents
  • Comparing milestones in CaseView
  • Deleting a milestone
  • Saving a milestone
  • Viewing a milestone
  • Generating a milestone set

Comparing Milestones in CaseView

The Auto-Compare function compares a CaseView document to a milestone (i.e. saved version) of itself.

Prerequisites

• Ensure you have a document milestone to which to compare. For more information on creating milestones, see Engagement History - Settings.

Procedure

1. On the Document Manager, right-click on the applicable CaseView document and click Compare.

2. Click Specific Milestone from the Compare to list and click the milestone to which you want to compare. Click Compare to start comparing the document.

   Note: When viewing or comparing milestones, the Document Properties dialog is closed.

   

3. Specify the parts of the document to compare and click OK to launch the Comparison dialog.

   

   • Only compare common sections

     This option compares only identically labelled sections that are present in the document and the milestone being compared. Otherwise, the full document and milestone will be compared.

     If no sections are labeled, a message dialog appears indicating there are no common sections.

   • Ignore hidden paragraphs

     This option ignores hidden paragraphs. Only applies when comparing in Form Mode.

4. The top pane displays the current document and the bottom pane displays the saved milestone that was selected. Differences between the document and milestone are highlighted in yellow.

   Tip: If the milestone you are comparing to is not relevant to the client file, consider deleting the milestone to reduce the overall size of the file.