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View a matter's history

Every change to a matter is recorded — who made it, what changed and when. The activity log is the quickest way to answer “who updated this, and why does it look different from last week?”

  1. In the left menu bar, click matters under the Database heading.

Step 1

  1. Click the record you want to work with to open its panel.

Step 2

  1. Click the menu and choose View activity log.

Step 3

Step 3

  1. The log lists each change, newest first, with the person who made it.

Step 4