History is a view that displays all changes applied to a Document. Multiple changes within a Job/Task will display each change as an individual entry.
Users can access a Document's history by clicking on the History icon located within the sidepanel.
Action
Types: Created, Updated, Uploaded, Deleted
Details
User Name [Action] [Item]
[Action] Types: created, updated, uploaded, deleted, generated
[Item] Types: Assignee, Field, File, Name, Status, Task, Document Template
Displayed as a pill
Displays name of the Item (if applicable)
More Info: Click on this to view the specific change applied
[Item] Change
Displays the previous and new information
Template Update
Logs an update to the Document's configuration
Happens automatically for open documents
⚠️ Important
Manually sending an email from a Document will not display an entry in the history view