Preserve the current state of your document for comparison, backup, and recovery purposes by creating a milestone. To create milestones in CaseView, see Create document milestones.
To create a milestone:
- From the Document Manager, right-click on the applicable document and click Save Milestone.
- The Save Milestone dialog displays. If required, add a comment to describe the milestone. Click Save.
The milestone is created and a history event is recorded.
To view a milestone:
- From the Document Manager, right-click on the applicable document and click Properties.
- Click the History tab.
- Select the applicable milestone and click View Milestone.
The milestone displays.