E-Training 54*: How-to Set Reviewed Date on Matter Tab

This How-to covers setting the date of last review and the name of the reviewer.

To view these steps through an instructional video, click the link below.

https://share.synthesia.io/08b7887f-808a-4d6e-ac98-41e95c6097d5

Regardless of law type, on the right side of the Matter tab, there is a field for the "Last Review" date, and the name of the user who last reviewed the file ("Reviewed By" field). Many firms use these fields to ensure that each file is reviewed on a regular basis (monthly, quarterly, etc.).

\uD83D\uDCD8 Instructions

1. Go the the appropriate Matter.

2. Click Tools > Set Reviewed Date.

3. Click ‘Reset’.

   1. Prevail will enter the current date in the ‘Last Review’ field and the name of the current user in the ‘Reviewed By’ field.

   2. Note: Prevail will auto add a History entry to note the review.

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