View Document History
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
-
Click the App Icon (
) > Search and select Document Histories.
-
Click the respective document history name hyperlink to view the details.
Field
Description
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
-
Click the App Icon (
) > Search and select Document Histories.
-
Click the respective document history detail name hyperlink to view the details.
Field
Description
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 Viewed
Displays the date/time for when the document was last viewed.
