View Change History for Documents in the Document Management Tool
regional availabilityThe Document Management tool is available in select countries. It is not yet available for Procore accounts in the U.S. To learn more, please reach out to your Procore point of contact.
The Document Management tool is available in select countries. It is not yet available for Procore accounts in the U.S. To learn more, please reach out to your Procore point of contact.
Objective
To view the change history for a document in a project's Document Management tool.
Things to Consider
Required User Permissions:
'Standard' or 'Admin' level permission to the project's Document Management tool.
Note: You must be part of a permission group with the 'View Change History' document permission enabled.
Steps
Navigate to the project's Document Management tool.
Open the document that you want to view.
On the right side of the viewer, click the info
icon.
Note: The workflowpanel may open automatically if a workflow is applied to the item. Click the x to close the panel and select the info
icon instead.Scroll down to the bottom of the Information panel.
Click Change History.
This opens a panel that lists the changes that have been made to the document in the project. The following information is shown:Date: The date and time the change was made.
Action By: The name of the user who made the change.
Changed: A description of the change.
From: The state or attribute that the document changed from.
To: The state or attribute that the document changed to.
To exit out of the change history, click the x icon.