History Panel

The History panel gives an overview of a document history. This panel displays the top four entries of the activities performed on the document. Here, you can apply filters to view the history of a document. Refer to the screenshot below:

Document History Filters

The History Panel provides the following filters to allow you to view a document history:

  1. By Organization: Use this filter if you want to view the document history based on the organization.
  2. Activity Type: Use this filter if you want to view the document history by the activity performed on it.
  3. Date Filter: Use this filter if you want to view the document history within the set date range.
  4. View All History: Click this button to view the full history of a document. The full document history opens in a popup. You can also apply the filters from the All History popup.

Viewing Document Activity

Every activity in the History panel is denoted by a node. Click the node to view the description, date, time, and name of the person who performed the activity on the document. Refer to the screenshot below:



Viewing All History

Clicking the View All History button opens the All History popup which displays the complete history of a document and also allows you to filter the document history based on the Organization, Activity Type, and Duration. Refer to the screenshot below: