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How to View the Documents History

 

HOW TO VIEW THE HISTORY FOR DOCUMENTS

In this tutorial, you will learn how to view the history log for Documents within a transaction.  History items may include the date and time stamp for: when the document was added, shared, emailed, or downloaded.

 

First, select a transaction from your Transactions list:

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Next, choose the "Documents" tab:

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 Click the three dot menu smallpic.png next to a document and select "History" in the menu:

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You will then be brought to the history log for the chosen document:

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