Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Archive History Filter toolbar panel shows the history of all documents in an Archive, with each action taken displayed as an entry in the list. The entries are presented in one or more pages, sorted from most recent changes to oldest. If you have more than one page of results, use the page carousel at the bottom of the Archive History pane to navigate through the results. Each entity in the list displays an action icon, the username of the person who performed the action, the date/time that the action was performed, and the Document ID number. If you need to need to focus on only certain types of actions, you can click the icon for one or more entities to toggle the filter on or off for that type of action. These are contextual; each action type has its own icon.

Note that using the Archive History filter requires View History permissions and is only available when your Search Mode is Grid View.

View the History of

...

Actions Taken on Documents in an Archive

  1. To view a history of actions taken on documents, select an Archive that has a Default Search defined or run a Search on an Archive you have permissions to.

  2. Click the Archive History () icon, found to the right of the Document List.

  3. If you click on a specific History entry in the list, the display of that entry will toggle from icon based to text based.

  4. Click the Close (X) icon to close the Archive History Filter menu when you are done.

...

Depending on your use case, the history of a given Archive may be significant. To filter to a shorter, more focused list of actions, you can type text to filter by or choose one or more action types to filter them out of the list. Note that the history displayed may not directly correspond to the document records currently in view and the filtering only applies to the current page of History.

Archive History PanelImage Modified

Using the Archive History Filter

...