About Timeline

The Timeline page contains a list of events in the case file relevant to the management and progress of the case. Events may include creation, deletion, modification, and other actions related to appointments, critical comments, documents, medical records, negotiations, notes, settlements, staff members, case statuses, and tasks. The events listed in the Timeline are added automatically by the SmartAdvocate system and cannot be directly edited or deleted.

To view the Timeline information:

1. View any previously entered Timeline information.

2. To Export and Email or Export the list, select from the options .pdf , .xls , or .rtf .

3. To Open, select the Actions icon .
   
   

   Open

   

    

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