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Setting up automatic milestones - with QuickVid

Follow the steps below to activate automatic milestones for your CaseView documents:

1. Within a CaseView document, navigate to File and Version History:

2. Select Options:

3. Tick the box to Generate milestone automatically when saving and select OK to confirm:


To prevent the engagement file size from becoming too large, each document stores the 10 most recent automatic milestones.

New automatic milestones replace the oldest milestone in the sequence.


To save a milestone (and prevent Caseware from overwriting it), follow these steps:

1. Return to the Version History menu and select History:


2. Select the milestone and use the Rename option:


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  • Related template: None
  • Software platform: Working Papers 2022, Working Papers 2023