View the document history
You can view the results of a recent search and a history of the documents that were viewed or added. The application stores results for up to two weeks.
Note: The search results that appear on the Results History page include only the results at the time the search was performed, and do not include documents that were added or coded since the search was performed. To include updated results each time that you run a search, save the search. For more information, see Perform an advanced search.
Use the following procedures to view the history of previous searches and viewed documents.
To view the results of a search:
Open the Documents page.
On the Tools menu, select History.
In the navigation pane, click Results History.
The following information appears:
Description: Description of the search criteria.
Type: Type of search performed.
Created date: Date the search was performed.
User: User who performed the search. Administrators can view the search history of other users. To do this, clear the filter that is applied to the User column.
Note: An asterisk after a name indicates an inactive user.
Total: Number of documents that the search produced.
To view the search results ID, hover over the link in the Total column.
To view the results of a search in the List pane, click the link in the Total column.
To view documents that were previously viewed:
Open the Documents page.
On the Tools menu, select History.
In the navigation pane, click Document History.
The following information appears:
Date: Date the documents were viewed.
Total: Number of documents that were viewed.
User: User who viewed the documents. Administrators can view the documents that were viewed by other users. To do this, clear the filter that is applied to the User column.
Note: An asterisk after a name indicates an inactive user.
To view documents in the List pane, click a Date.
To view documents that were added using the Add document tool:
Open the Documents page.
On the Tools menu, select History.
In the navigation pane, click Documents Added.
The following information appears:
Date: Date the documents were added.
Total: Number of documents that were added.
User: User who added the documents. Administrators can view the documents that were added by other users. To do this, clear the filter that is applied to the User column.
Note: An asterisk after a name indicates an inactive user.
To view documents in the List pane, click a Date.
For information about how to add documents using the Add document tool, see Add a document to a case.