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View Change History for Documents in the Document Management Tool

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 LImited Release (Beta)
The Document Management tool is currently in a Limited Release (Beta). It is not yet available for Procore accounts in the United States. For more information, 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:

Steps

  1. Navigate to the project's Document Management tool.
  2. Open the document that you want to view.
  3. On the right side of the viewer, click the info icon-info3.png icon.
  4. Scroll down to the bottom of the Information panel.
  5. 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.
  6. To exit out of the change history, click the x icon.