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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.

  

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

rate_review.svg

Document Annotation Data Updated

add.svg

Document Appended

edit.svg

Document File Updated

archive.svg

Document Checked In

unarchive.svg

Document Checked Out

picture_as_pdf.svg

Document File Converted

content_copy.svg

Document Copied To/From Archive

delete.svg

Document Deleted

download.svg

Document Downloaded

email.svg

Document Emailed

csv.svg

Document Exported

repeat.svg

Document Replaced

input.svg

Document Indexed

moved.svg

Document Moved

print.svg

Document Printed

public.svg

Document Published

vpn_lock.svg

Document Unpublished

viewed.svg

Document Viewed

source_control.svg

Document Version Created

 

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