What is Document History in QuoteCloud?

Document History is a timeline that records actions and changes made to a document, providing a detailed activity log.

How do I access a document's history?

Open the document actions menu by clicking the ellipsis (...) button and select Document History.

What information is included in Document History?

The history timeline may include document views, edits, status changes, recipient activity, document revisions, and other recorded events.

Can I see who made changes to a document?

Yes. History entries typically include the user associated with each action, helping you identify who performed specific updates.

Can I view previous document revisions?

Yes. The Document History panel includes revision information, allowing you to review changes made over time.

Does Document History track status updates?

Yes. Actions such as status changes are recorded and displayed within the timeline.

Can I see when recipients were added to a document?

Yes. Recipient-related activities are included in the document history timeline when applicable.

View Document History

Learn how to access a document's history timeline and review all actions, updates, and changes made to the document.

Steps to view document history

Locate the document

Find the document whose history you want to review in your Documents list.

Open the document options menu

Click the ellipsis (...) button beside the document to display additional document actions.

Select Document History

From the available options menu, click Document History to open the activity timeline.

Review the activity timeline

A history panel will appear showing a chronological timeline of document activities, including views, edits, status changes, recipient updates, and other actions.

Explore revisions and events

Use the available history tabs and timeline entries to review document revisions and track changes made over time.

View Document History