View Data and Document History

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 History icon, found above the document index panel to open the History Panel. You may also view the history of documents and of Archives from the Search Results. Note that you must have the proper credentials to view document history.

Open

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. 

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.

Key of Icons

Icon	Meaning

Icon	Meaning
Open	Document Annotation Data Updated
	Document Appended
	Document File Updated
	Document Checked In
	Document Checked Out
	Document File Converted
	Document Copied To/From Archive
	Document Deleted
	Document Downloaded
	Document Emailed
	Document Exported
	Document Replaced
	Document Indexed
	Document Moved
	Document Printed
	Document Published
	Document Unpublished
	Document Viewed
	Document Version Created