Editing Matter History Details (App)
Updated Jul 30th, 2024
Who is this guide for?
Any Users
This guide will show you how to edit the matter history details of an item on the case management app
It may be necessary to update the details of any items within the matter history of a client, such as changing the description of an email, or adding a processed date to a scanned document.
Accessing the Edit Details Screen
Right click the item and click Edit.
The Details Screen
You may change the client or matter the file is saved under, assign to a matter history folder, set a custom type, change the description, set a processed date or add a retention period.
If you are typing dates in Osprey please use the format dd/mm/yyyy.
