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.

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