History Tab of the Document Details Page or Dialog Box (with content repository)

Overview

Use this tab to view an audit trail of all actions that have been performed on a selected document. You can see all document activities, the user who performed the activity, and when the activity occurred.

Screen Elements

Date field

The date and time the document was last modified.

User field

The name of the user who performed the action.

Action field

The activity performed on the selected document.

Examples include Created Document and Review Terminated.

Version field

The version number of the document. Version 1 is the original version of the document.

If the version number is a link, you can click the link to view that version of the document.

Getting Here

From the Documents page:

  1. Click Projects.
  2. On the Projects navigation bar, click Documents.
  3. On the Documents page, click the Project tab.
  4. On the Project tab, select a document and click the History tab.

From the Dashboards page:

  1. Click Dashboards.
  2. On the Dashboards page, select a dashboard tab.
  3. On the dashboard tab, expand My Documents and select the Private Documents tab.
  4. On the Private Documents tab, select a document and click Edit Details.
  5. In the Document Details dialog box, click the History tab.

Related Topics

Configuring Document Details



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Last Published Friday, October 1, 2021