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.

• To view history at the file level, on the ribbon, click Engagement | History. When viewing history at the file level, you can include document insertion events by selecting Display document insertion events.

• 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.

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.