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Document Events

The Document Events page lists document-related events for documents associated with matters.

From the Document Management tab within a matter record, click the document title to open information about the document.

  • events icon blue—View a list of events associated with the document
  • calendar event—Edit an event
  • trash_can—Delete the event

Add an Event for a Document

  1. From the Document Events page, select a Category under the Add Event column.
    Adding a Document Event
  2. Select a Date for the category using the calendar icon.
  3. Click Add Document Event.
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