The Document History object is a custom object that contains the link to a document generated with Composer Link Service. Composer automatically creates a unique Document History record specific to each document. Each Document History record is generated with a related Document History Detail child record.

The Document History Detail object is a child object of the Document History object. It contains key information such as the number of document views and the date/time that the document was last viewed.

To view Document History

  1. Click the App Icon () > Search and select Document Histories.
  2. Click the respective document history name hyperlink to view the details.

FieldDescription
Document History Name

Auto-generated record name, such as DH-0001.

Conga Solution

Lookup field that displays a link to the related Conga Solution that generated the document.

URL

Displays the click-able hyperlink to the document.

Link Text

Displays the hyperlink text used in the Notification Email Template to access the document. By default, Link Text is set to Click here to view document.

Last Viewed

Displays the date/time for when the document was last viewed.

Master Object ID

Displays the specific record ID that the document is generated from.

Number of Views

Displays the number of times the document is viewed.

Created By

Displays the user that created the Document History record and the date/time of the record creation.

Owner

Displays the current record owner.

Last Modified By

Displays the user that last modified the Document History record and the date/time of the record modification.

To view Document History Details

  1. Click the App Icon () > Search and select Document Histories.
  2. Click the respective document history name hyperlink to view the details.
  3. Click the Related tab.
  4. Click the respective document history detail name hyperlink to view the details.

FieldDescription
Document History Detail Name

Auto-generated record name, such as DHD-0001.

Document History

Lookup field to the related parent Document History record.

Document Status

Lookup field that displays a link to the related Conga Solution that generated the document.

Email Address

Displays the email address the document is sent to.

Number of Views

Displays the number of times the document is viewed.

Last ViewedDisplays the date/time for when the document was last viewed.