Viewing Folder History - Document Tracking - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Document Tracking

Platform
OnBase
Product
Document Tracking
Release
Foundation 24.1
License
Premier
Standard

A Document Tracking folder's history provides information about actions that have been performed on that folder.

Note:

Your User Group must have the Folder History product right in order to access Folder History. For additional information, see your system administrator.

To view a Document Tracking folder's history:

  1. Perform one of the following:
    • From the Document Tracking layout, right-click a Document Tracking folder and select History.

    • From the Documents layout, click History from the Folder tab's Information ribbon.

    • From the Unity Client Folder layout Folder Tree pane, right-click a Document Tracking folder and select History.

  2. The Folder History window is displayed and lists actions that have been performed on the folder, including when the action was logged and who performed the action.
  3. Select the Document Tracking tab to view actions that are specific to the Document Tracking module. The following columns are displayed:

    Column

    Description

    Log Date

    The date the action was logged.

    Log Time

    The time the action was logged.

    User Name

    The user who performed the action.

    Action

    The action that was performed.

    Message

    A message, using the folder's Auto-Name string, describing the action that was performed.