What is the Timeline View in PromoMats?
The Timeline View shows the big picture view of a document's history. It highlights major events that lead up to its current lifecycle status.
Some of the events in the timeline view include:
- Starting new workflows
- Workflow task assignment and completion
However, for more detailed actions, users can access the Audit Trail.
The Audit Trail displays document-related events, including:
- Task completions
- Send as link actions
- Modifications to document fields
To do this, follow these steps:
- Click on the Actions menu in the upper right section.
- Select Audit Trail from the menu.
A new window appears and it lists the document details.
The timestamp, user's login name, affected version, and type of event are displayed in the Audit Trail. If needed, you can export this information to text or PDF by clicking on the Actions Menu in the Audit Trail.
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