View Document History

The Document History panel shows the history of a single selected document, with each action taken displayed as an entry in the list. The entries are presented in a single page, sorted from most recent changes to oldest. 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 Document History filter requires View History permissions and is only available when your Search Mode is Grid View.

View the History of Actions Taken on a Document

  1. To view a history of actions taken on a document, click the Document History () icon, found to the right of the Document List, or click Grid Menu () and click Document History from there.

  2. Click on the Document Thumbnail icon for the selected record. (The icon is contextual and depends on the document file type.) Note that you will see a message if no document was selected or if there is no history for the document yet. Once the Document History pane is open, you can simply click on another Document Thumbnail icon to view the history of that document in the Search Results List.

  3. Click the Close  ( X ) icon to close the Document History panel when you are done.

Filter Document History

To filter to a shorter, more focused list of actions, refer to the filtering options outlined in the View Archive History section.