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Introduction

You can view the history of actions performed against a document (either manually or through a Workflow) in the Document Viewer. Click the click on the Document  Document History icon, found above the document index panel to open the History PanePanel. ( You may also view the history of documents and of Archives from the Search Results in Grid View. ) Note that you must have the proper credentials to view document historieshistory.


  




Each document action entry contains three pieces of information: the action, the username of the person or service that performed the action, and the date/time that the action was performed. If the document is currently in a Workflow (which could make it unavailable for all but viewing to a user), a Workflow progression bar will indicate that status. Even if you do not have View History permissions for the Archive that the document is in, you will still see the GlobalAction Workflow processing message. The message contains the Workflow ID number, to help with tracking the document in Batch Manager. Image Removed

Filtering History Results

You may filter the result of a document history but selecting specific actions along the right of the document history panel. For example, a manager might want to know only if a document was printed, exported or emailed rather than sift through the entire history of actions taken.

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