View All Matters' History Audits From Matters List Page
You can view history audits for all matters from the matters list page.
Go to the Matters list page from the left navigation bar.
Click on the "History" tab from the matters list page.
Filter audits by:
Client
Matter
Member
Action
Date Range
You can view audits for each matter and the changes made by a specific member in your firm.
View Individual Matter History From Matters List Page
You can view all history audits for a specific matter and associated matter items from the Matters list table.
Go to the Matters list page from left navigation bar.
Click on the "..." three dots icon under Actions column.
Click "View History"
You will see a new window pop up with the matter's history.
You can filter by Member, Record, Action and Date Range.
You can now view individual matter history audits from the matters list page.
View Individual Matter History From Matter Details Page
You can view all history audits for a specific matter and associated matter items from the History tab.
Go to the Matters list page from left navigation bar
Click on the matter's name in the Matter Name column
Alternatively, you can click on the "..." three dots icon under Actions column and click "Edit Matter"
You will be redirected to the matter details page
Click "History" tab of the matter details page
Filter audits by:
Member
Record
Action
Date Range
Associated audits:
Custom Field Value
Custom Record
Document
Expense
Fixed Fee
Matter Connection
Microsoft Outlook Calendar Event
Memo
Rate/Role Assignment
Task
Time Entry
Trust Transaction
Zen KM Items: Subject, Fact, Authority, Question, Answer, Connection, Document
You can now view individual matter history audits from the matter details page on the history tab.
If you have any questions, please feel free to contact us.