To filter results based on instances of actions shown in the table below:
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Right-click the top window of the Document History dialog box and select Filter Items. The Document History Filters dialog box is displayed:
- Select Filter Document History Items to turn on filtering. To turn off filtering, clear this option.
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Select or clear the types of actions you want to view. Available options are described in the following table:
Option
Description
View
Viewing of the document
Print
Printing of the document
Mail
Mailing of the document
Export
Exporting the document
Modify keywords
Modification of Keyword Values
Add keywords
Addition of Keyword Values
Send to/from document
Sending of the document using External Mail/Internal Mail or Mail with Advanced Options
Document retention
Use of Document Retention process
Delete keyword
Deleting Keyword Values
Remove page
Removal of a page from the document
Add page
Addition of a page to the document
Full-text
Use of the Full-text option, which is used to filter the history window for the transaction log messages that are recorded when a document is full text indexed using MS Full Text
Re-index
Re-indexing of the document
Rotation Saved
Saving a rotation of an image document
Verity full-text
Document used by Verity Full-Text retrieval or indexing
Remove from Verity
Removal of document from Verity Retrieval
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Select Set as Default Workstation Filter Settings to save the selected filter options. This option saves the current filter as a workstation setting. Whenever a document's history is accessed from the current workstation, the selected filters are applied.
If you do not select this option, the default filter behavior remains unchanged.
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To filter items by date, from the Date Filter Type drop-down list, select one of the following:
Data Filter Type
Description
After
Allows you to display only items that occur on and after a selected date.
Once selected, this option enables the first date field. Enter the appropriate date or select it using the calendar button.
Before
Allows you to display only items that occur on and before a selected date.
Once selected, this option enables the first date field. Enter the appropriate date or select it using the calendar button.
Between
Allows you to display only items that occur on and between two selected dates.
Once selected, this option enables both date fields. Enter the appropriate dates or select them using the calendar buttons. The first date field is the earliest date you would like displayed. The second date field is the latest date you would like displayed.
Equal To
Allows you to display only items that occur on a selected date.
Once selected, this option enables the first date field. Enter the appropriate date or select it using the calendar button.
- To only display items from a certain user, from the User Name drop-down list, select the appropriate user.
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Click OK. The actions you selected are displayed in the document's history. The word (Filtered) is displayed in the Document History title bar, indicating that filtering is turned on. To turn off filtering, see the following procedure.
Note:
If no action items are selected in the Document History Filters dialog box, all of the actions related to the document will be displayed in the Document History dialog box.