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Saving a Document as a Milestone

Preserve the current state of your document for comparison, backup, and recovery purposes by creating a milestone.

To create a milestone:

  1. From the ribbon menu, click File.
  2. Click Version History | Create Milestone.
  3. The Create New Milestone dialog displays. If required, add a comment to describe the milestone. Click OK.

The milestone saves to the file. To view or modify the milestone in CaseView, click File | Version History | History.

You can also set CaseView to automatically generate milestones when you save changes to the document.

To automatically generate milestones in a CaseView document:

  1. Open the applicable CaseView document and click File.
  2. Click Version History | Options.
  3. The Options dialog displays. Check the box labelled Generate milestones automatically when saving. Click OK.

The document now automatically generates milestones. To view or modify the milestones in CaseView, click File | Version History | History. You can store up to 10 automatically generated milestones at once for each document.

Notes:

  • The automatic milestone setting is document specific.
  • If a document exceeds 10 automatic milestones, the oldest milestone is discarded for the newest. This restriction does not include manually created milestones.
  • You can convert an automatic milestone to a ‘manually created milestone’ by renaming it in the Version History dialog. This prevents Working Papers from overwriting the milestone on the next save.

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