Saving a Milestone
When saving a milestone, a copy of the document is captured and saved in Working Papers.
Prerequisites
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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
You can perform this procedure from the Document Manager or directly from an external document.
To save a milestone from the Document Manager
- Select the applicable document from the Document Manager.
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From the menu, click Document | Save Milestone.
Alternately, you can right-click on the document and select Save Milestone
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Add a comment to this milestone and click Save.
To save a milestone from a CaseView or automatic document
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In a CaseView document, from the menu click File | Save Milestone.
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In an automatic document, right-click any region and select Save As | Milestone.
Results
The milestone is saved and an entry is recorded under Document Properties. Milestone comments appear in parentheses.
