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View Change History for Documents in the Document Management Tool

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regional availability
The Document Management tool is available to accounts in the following countries: United Kingdom, Ireland, Australia, and New Zealand. It is not yet available for Procore accounts in the U.S. To learn more, please reach out to your Procore point of contact.

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 icon.
    Note: The workflow Ad 4nxexlvactmgwnywuwy5lenkfhs 1rf Zpzsv4nmyevqzfsacv7qvoleadhm5uzovusd8rdf0is3hwbvzgij1qfcwuwalqjzwwhfcdbw5p0mybdg4cpbfrvtwibwiod37abf9xcwqsakey2evfjf9 Emadli7xkbnbdypp panel may open automatically if a workflow is applied to the item. Click the x to close the panel and select the info Icon Info3 icon instead.

  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.

       Note

      The Change History now tracks the following placeholder actions:

      • Placeholder created: Records when the placeholder was initially added.
      • File uploaded into Placeholder: Records when a file was first attached to the placeholder.
      • Status: Tracks transitions between states, for example, from 'Awaiting File' to 'Approved'.
      • Placeholder submitted: Records when the document is officially submitted to the project.

See Also