History of Documents

enaio® client 9.10 »

Changes to index data are logged in the history of documents, just like they are in the editing history of folders or register. The administrator can individually configure for every document type whether earlier versions of the index data can be restored (see 'History of Folders and Registers').

Certain actions are also logged, such as the signing of documents, the checking out and editing of documents, and the confirmation of subscriptions.

The history of a document is opened by pressing F11 or via the context menu.

To open the history, you will need the 'Write index data' access right for the object type and the 'Open history' system role.
You may also require additional roles and rights within the history.

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The following events are saved in the history:

In addition to the index data versions of a document, the administrator can also save document versions. Old versions of documents can then be viewed and restored.

If you select an entry in the history with the Content changed action, you can open a read-only version of the document with the View button, which shows the document before it was edited.

Press Restore to restore the document to an earlier version before changes were made to it. This document version will not be opened.

No versions of annotations on layers are managed. Documents with annotations on layers will always be opened with the annotations of the active version. Document versions of archived documents cannot be restored. Typeless documents are not versioned.

Restoring and editing old index data versions, along with restoring and editing old document versions, are also logged in the history.

If you select an entry in the history with the Electronic signature action, the View button lets you open the signed document version and verify the digital signature (see 'Signing Documents Electronically').

You can define view filters for the history (see 'History of Folders and Registers').

Free-Text Annotation for the History

All actions which are performed on a document are logged in the history.

When checking in a document file, you can enter a free-text annotation that is saved in the history and which can be viewed there.

The action entry for an annotation is called User info; the content can be found in the Info column.

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When saving, the free-text input can be activated for a document type under Options. The window can be opened by selecting Options from the context menu of the document type in the object search.

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If you select the Free text input when saving the document option, a text editor window will open when checking in a document file of this type.

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You can enter any text up to a maximum of 248 characters in length. Formatting is not possible.

Click Next to paste the text in the history. If you do not enter a text, no entry for the action will be generated for the history.

When document files are automatically saved and multiple document files are checked in, the free text dialog will not be shown.