Page Comparison

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• Sort – You can…
  • Sort Ascending (up arrow) – Click the Sort Ascending icon to…
  • Sort Descending () – Click the Sort Descending icon to…
  • Remove Sort (  ) – Click the Remove Sort icon to… contextual menu option…
  • Hide Column ( X ) – Click the Hide Column icon to…
  • Pin – You can…
    • Pin Right ( > ) – Click the Hide Column icon to
    • Pin Left ( < ) – Click the Hide Column icon to
    • Unpin ( X ) – Click  contextual menu item.

View and Filter Archive

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Histories

Add intro.  The Archive History filter opens Archive History box. (enter one of the filter types listed to the right to filter out those type. Does not work on words in the History list, only the designated filter types), then list of steps taken. The Archive History list is sorted from most recent changes to oldest. 

Note that using the Archive History filter requires View History permissions.

1. To view a history of actions taken on an Archive, click the Archive History () icon.
   
2. In the History list that appears, choose from the following:
   1. Export History () – Show or
   2. Refresh () – Click to refresh the history.
   3. Arrange ?? – Use the ?? (up/down arrows) to move the rest of the choices into view. Click one to filter those type out of the list. Click again to restore.
   4.  
3. Click the Close (X) icon to close the Archive History.

Document History Filter

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View the History of an Archive

Filter the Archive History

View and Filter Document Histories

The Document History List shows the history of a single selected document. ...Opens Document History box (enter one of the filter types listed to the right to filter out those type. Does not work on words in the History list, only the designated filter types.)... The Document History list is displayed as document. It is displayed as a list of actions taken on the document in a single page, sorted from most recent changes to oldest. Note . You can click on the history action icon in each step to hide it, if you need more space to view a list entry. (Click the entry again to toggle the icon back into view.)

Note that using the Document History filter requires View History permissions. 

View the History of a Document

1. To view a history of actions taken on a document, click on the Document Thumnbail icon for the selected record. (The icon is contextual and depends on the document file type.)
   You will see a message if no document was selected or if there is no history for the document yet.
   
   
2. Click Document History () in the Grid Menu, found to the right of the Document List, or click Grid Menu () and click Document History from there. Once the Document History pane is open, you can simply click on another Document Thumbnail icon to view the history of another document in the Searh Results List.

 Filter the Document History

1. To filter to a shorter, more focussed list of actions, enter all or part of a type of history action in the Document History Filter text box.
2. In the Document list that appears, different icons are shown to represent steps in the document's history. Hover your mouse pointer over the icon to see the name of the step. Use the Up and Down arrows to scroll through the list of actions. Click on an icon to filter that type of action out of the Document History. Click again to remove the filter. (The icon will be greyed out to let you know that it is being filtered out of your results.) 
   Actions may include:

• • Document Viewed () – Shows the Document Viewed icon, the username of the person who performed the action, and the date/time that the action was performed.History List – Lists out the actions for the selected document.
  • Document History Toolbar:
    • Export History () – Click to export the entire history of the document to a CSV file. This will include: DatabaseID, DocumentID, ArchiveID, OldDocID, OldArchiveID, and ConnectionString. Use Export History to retain a history log for documents in a spreadsheet, for example.
    • Refesh – Click to ______
    • FILTER_ALL_ON (funnel) – Click to ______
    • FILTER_ALL_OFF (funnel + X) – Click to ______
      Arrange ?? – Use the ?? (up/down arrows) to move the rest of the choices into view. Click one to filter those type out of the list. Click again to restore.
    • Annotations () – Click to ______
    • Appended (+) – Click to ______
      
    • Check-in/Check-out () – Click to ______
    • Converted () – Click to convert the document to the PDF file format.
    • Copied () – Click to copy the document ______
    • Deleted () – Click to delete the ______
    • Email (   ) – Click to ______
    • Exported (   ) – Click to ______
    • Indexed/Moved/Appended/Deleted (   ) – Click to ______
    • Printed (   ), Published/Unpublished (   ) – Click to ______
    • Replaced/Updated (  ) – Click to ______
    • Viewed (   ) [used for Visibility, Show All Columns, and Viewed]. – Click to ______

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