FAQ: What date is displayed in the date field of the grid view?

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When you are looking at the grid view and you see the "Date" field, where does that value come from?

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  • "Date" in grid view uses the "Document Date" on the document
  • For emails, the software will look at the following to populate document date (in order):
    1. The date from the email headers (sent date)
    2. The date that the email was received
  • For attachments to a parent email, those documents will adopt the sent date of the parent email as their document date, ala a "Family Date".
  • For other, loose documents or "efiles", the software will look at the following to populated document date (in order):
    1. Modified date
    2. Created date
  • If the aforementioned dates are not present for their file types, the "Document Date" field will be empty at both the document-level and in the grid view.

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