How to view the document history?

Modified on: Mon, 2 Nov, 2020 at 4:59 PM

You can see all of the actions done by any of your contact related to a specific document, providing a full audit trail. To view a document’s history:

Quick History view

Step 1: Right-click on the document and select the History button.

In this section, you will see which Trusted Advisor has edited, viewed, shared, downloaded, moved, or accessed your document in any way.

From the Document view

Step 1: Double-click on the document

Step 2: Select the History button.

  • On the right side of the document preview, you will see the button actions.

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