{"id":34848,"date":"2021-07-16T17:28:57","date_gmt":"2021-07-16T16:28:57","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=34848"},"modified":"2024-07-30T12:55:39","modified_gmt":"2024-07-30T11:55:39","slug":"editing-matter-history-details","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/editing-matter-history-details\/","title":{"rendered":"Editing Matter History Details (App)"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Any Users<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will show you how to edit the matter history details of an item on the case management app<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Accessing the Edit Details Screen<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Right click the item and click Edit.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"273\" height=\"345\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/07\/ScreenToGif-10.gif\" alt=\"\" class=\"wp-image-34849\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">The Details Screen<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">If you are typing dates in Osprey please use the format dd\/mm\/yyyy.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"868\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/07\/image-39.png\" alt=\"\" class=\"wp-image-34855\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/07\/image-39.png 497w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/07\/image-39-172x300.png 172w\" sizes=\"auto, (max-width: 497px) 100vw, 497px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>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. [&hellip;]<\/p>\n","protected":false},"author":22,"featured_media":0,"template":"","categories":[211],"tags":[],"class_list":["post-34848","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-app"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Editing Matter History Details (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will show you how to edit the matter history details of an item on the case management app\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/editing-matter-history-details\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Editing Matter History Details (App) - Osprey Approach Customer Support &amp; 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