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Configure file history

See a list of the most recent events in a file by checking the history. By default, events are sorted by date and time.

You can view history at the file level, or document level. To view history at the file level, on the ribbon, click Engagement | History. To view history at the document level, select a document and click Document | Properties | History.

You can view the following information for an event by selecting it and clicking Details:

Detail Description
Category The type of event that occurred.
Date The date the event occurred. The default date format is dd/mm/yyyy.
Time The time the event occurred.
Duration The amount of time the user spent on the event.
User The user participating in the event.
Description A description of the event (automatically generated by Working Papers for history events).
Size The size of the document in units of bytes (KB, MB, or GB) if applicable.

When completing a year end close, the history rolls forward into the new file. If you do not require the previous file history, you can remove it by performing a clean up.

History settings

To configure which history events you track at the file level, on the ribbon, click Engagement | History | Settings. Select each category of events that you want to track.

Note: In protected files, you require Engagement rights to change the history settings.

Category Event description
File Creation A file is created.
Sign Out/In A file is signed out or signed in.
File Access A file is opened.
Year End Close

A year end close is performed.

Update from Template A Template Update is launched. An event is recorded whether the update process is successful or canceled.
Adjusting Journal Entry

An adjusting entry is created or deleted.

Document Creation A document is created.
Document Modification The properties of a document have been modified including when a document is deleted.
Check Out/In A document is checked out or checked in.
Role Completion The roles on a document have been signed off.
Document Deletion

A document is permanently deleted.

Note: Events are not tracked for documents that are deleted when running the Audit Optimiser.

Issue Creation An issue is created.
Document Access A document is opened.
User Defined Events A user defined event is triggered. Configured via the COM model.
File Locked Down A file is locked down.

For some events, you can designate whether or not to automatically generate a milestone when the event occurs. Specify the automatic milestone setting under the Save Type column.

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.

This save type is only applicable for events that affect documents.

Milestone for Every Event

Generates a milestone for every event. This option is only applicable for Document Deletion events.