How to view the history of a case

Open a case as described in How to open an existing case

The case is displayed with the To Do Tab highlighted

The case is displayed with the To Do Tab highlighted

1: The To Do tab is the default when opening a case.

Click on the history tab to view the history

Click on the history tab to view the history

1: Click the History tab - the History window will open.

View billable details of the case

View billable details of the case

1: Tick the Billables check box to view billable details of the case.

2: Select the Case.

3: Click Edit to Edit the Billable details of the case - the Action Details window will open.

Edit the description and billable details of the document

Edit the description and billable details of the document

1: Click on the  "Edit" button to edit the description and billable details of the document.

Double click on an item to view (and edit) the details of the document

Double click on an item to view (and edit) the details of the document

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