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Engagement History Dialog
The Engagement History dialog displays history events in your client file.
The History tab of the Engagement History dialog lists all History events that have occurred at the Engagement level.
The list of events that are recorded:
- File Creation
- Sign Out/In
- File Access
- Year End Close
- Update from Template
- Check Out/In
- Document Deletion
The Auto-Compare tab of the Engagement History dialog customizes the default behavior when comparing document milestones.
Note: Auto-Compare Milestone Sets is not available in SmartSync.
Compare Option | Description |
---|---|
None |
The default option. When using the Auto-Compare function, documents are not automatically compared; you must select a prior milestone from the available list.
|
Last Saved Milestone |
Compares the current document to the last saved milestone by user.
Use the list to select either:
|
Last Milestone |
Compares the current document to the last saved milestone by event type and by user.
For a list of event types and their descriptions, see History Events. For a full list of event types and their descriptions, see History Events.
|
Last Completion |
Compares the current document to the last saved milestone by role sign off and by user.
Use the drop-down menu to select either:
|
Last Access |
Compares the current document to the milestone generated the last time the document was accessed by a specific user. If your Engagement History settings generate a milestone every time a document is accessed, use Last Access to display changes made to the document since it was last opened.
|
Lockdown |
Compares the current document to the milestone generated when lockdown occurred or when a post-lockdown milestone was generated.
|
Milestone Set |
Compares the current document to the last generated milestone by milestone set.
For more information, see Generating a Milestone Set. Note: This option is not available in SmartSync. |
Auto-Compare Milestone Sets |
Creates a Milestone set.
|
The Settings tab of the Engagement History dialog lists all of the History events that can be recorded. Events are listed by category and for some events, the frequency in which events are saved can be defined by users.
Note: The option to Automatically Generate Milestones is not available for all events in SmartSync.
History Events
Category | Occurs when... | Log location |
---|---|---|
File Creation | A file is created. | Engagement history |
Sign Out/In | A file is signed out or signed in. | Engagement history |
File Access | A file is opened. | Engagement history |
Year End Close |
A Year End Close is performed. |
Engagement history |
Update from Template | A Template Update is launched. An event is recorded whether the update process is successful or cancelled. | Engagement history |
Adjusting Journal Entry |
An adjusting journal entry is created or deleted. See Tracking Adjusting Journal Entries. |
- |
Document Creation | A document is created. | Document properties |
Document Modification | The properties of a document have been modified including when a document is deleted. | Document properties |
Check Out/In | A document is checked out or checked in. | Engagement history / Document properties |
Roles Completion | The roles on a document have been signed off. | Document properties |
Recycle Bin |
Documents have been deleted or restored from the Recycle Bin. Note: Not available in SmartSync. |
Document properties |
Document Deletion | A document is permanently deleted. | Engagement history |
Issue Creation | An issue is created. | Document properties |
Document Access | A document is opened. | Document properties |
User Defined Events | A user defined event is triggered. Configured via the COM model. | - |
File Locked Down | A file is locked down. | Engagement | History |
Generated Milestones
Save Type | Description |
---|---|
None | Does not generate a milestone for the event. |
Overall Change Only |
Does not generate a milestone. However, a History event is recorded under Document Properties. Note: Only applicable for events that affect documents. |
Single Milestone for All Users |
Generates a milestone for every event. A single milestone per user is created and each time a new milestone is created, the previous milestone for the user is deleted. Note: Not available in SmartSync. |
Single Milestone for Each User |
Generates a milestone for every event. A single milestone per user is created and each time a new milestone is created, the previous milestone for the user is deleted. Note: Not available in SmartSync. |
Milestone for Every Event |
Generates a milestone for every event. Note: For SmartSync users, this option is only applicable for Document Deletion events. |