Document History

The Document History page lists the history of all actions performed on the documents in the Review repository, along with the:

  1. Timestamp of when the action occurred.
  2. Action that occurred (Operation).
  3. Where the action occurred (Source).
  4. Source name: List, Document Import Name, Attribute, Coding Decision, or Saved Search.
  5. If the source is a document, the Source Name displays the actions a user performed on a document, such as view, highlight, or redact.
  6. If the source is an attribute, the Source Name displays the Import Name, the Saved Search, the List, the Production, or the Coding added or removed from the document.
  7. User ID of who performed the action.

The contents of the Document History page can be downloaded as a CSV report.

To view the Document History page

  1. Click Manage > Review > Document History.

To download the document notes

  1. In the Document History menu bar, click .
  2. On the Document History Download window, enter a Name for the download.
  3. Click Download.
  4. On the Document History page, click .

To refresh the Document History page

  1. On the Document History menu bar, click Refresh .