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To filter to a shorter, more focused list of actions, refer to the filtering options outlined in the View Archive History section.
Using the Document History Toolbar
The toolbar provides a visual way to quickly filter down document history. Click on one or more action icons in the Document History toolbar to the right. (The icon will be grayed out to let you know that it is being filtered out of your results.) Use the Up and Down arrows to scroll through the list of available actions. Actions include:
- Export History (
) – Click to export the entire history of the selected document to a CSV file. Use this to retain a history log for documents in a spreadsheet, for example. The file will include the following fields:- DatabaseID – Identifies the database the document resides in.
- DocumentID – Identifies the current document ID number.
- ArchiveID – Identifies the Archives that the document currently resides in.
- OldDocID – Identifies past document ID numbers for the document.
- OldArchiveID – Identifies past Archive ID numbers that the document once lived in.
- DatabaseID – Identifies the database the document resides in.
Refresh (
) – Click to refresh the list of History actions after changing filter settings.- Filter All On (
) – Click to remove all filters set for the list. (No filters applied is the default setting.) - (
) – Click to apply all filters to the list of entities. Annotations (
) – Click to filter out steps where annotations have been added, edited, or subtracted on documents.Appended (+) – Click to filter out steps where documents have been appended.
Check-in/Check-out (
) – Click to filter out steps where documents have been checked in or checked out.Converted (
) – Click to filter steps where documents have been converted to the PDF file format.Copied (
) – Click to filter out steps where documents have been copied.Deleted (
) – Click to filter out steps where documents have been deleted.Email (
) – Click to filter out steps where documents have been emailed.Exported (
) – Click to filter out steps where documents have been exported.Indexed (
) – Click to filter out steps where documents have been indexed.Moved (
) – Click to filter out steps where documents have been moved from an Inbox or Archive.Printed (
) – Click to filter out steps where documents have been printed. Published/Unpublished (
) – Click to filter out steps where documents that have been published or unpublished.Replaced/Updated (
) – Click to filter out steps where documents have been replaced or updated.Viewed (
) – Click to filter out steps where documents have been viewed in the Document Viewer.Versioning (
) – Click to filter out steps where versions of documents have been created.
Hover your mouse pointer over the icon to see the name of the action. Click again to remove the filter.