Set a Document Date
Creation date: 6/10/2026 1:17 PM
Updated: 6/10/2026 2:05 PM
Overview
This article helps you update the date used for the document record. You may need this when the service date on the document is different from the date the document arrived.
Steps
- Click Inbox.
- Open the document.
- Click the date in the document header.
- Enter the date in yyyy-mm-dd format.
- Click outside the field to save the date.
Troubleshooting
- If you see an invalid date message, then enter a valid calendar date.
- If the date does not update, then reopen the document and try the change again.
- If you are not able to click the date to update it, then your practice has not enabled this setting.