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Viewing the History of a Matter

  • 05/01/2026
  • Knowledge

How To
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Any changes made to the Matter Details section under the Details & Correspondence tab or Critical Dates section under the Calendar & Tasks tab of a matter are stored in its history. You can also view which user created the matter.

  • Desktop
  • Web

  1. Right-click a matter on the Matter List or open a matter and Click the ellipsis icon (User-added image) at the top-right corner of the window (either on the Details & Correspondence tab or the Calendar & Tasks tab) and select History of Changes.

    The History of Changes window will show the last ten versions.

  2. Click Load more to see older versions.

    Each Version will show when the last change was made and by which staff member.

  3. Expand the Version to see what the changes were.

 
Click to edit heading

Click here to see how to Compare Two Matter Versions.

  1. Right-click a matter on the Matter List and select History of Changes.

    The History of Changes window will open.

  2. Click the drop-down arrow next to a version to expand and see what the changes were.

    Each Version will show when the last change was made and by which staff member.

 
Click to edit heading

For more information on how to Compare Two Matter Versions, click here.

Last Modified Date
5/01/2026 9:54 pm
Title
Viewing the History of a Matter
URL Name
Viewing-the-history-of-a-matter-UK

Resolution
Matter Management
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Viewing the History of a Matter