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Work with documents in the history

A
Written by Antoine Larsen
Updated over 3 weeks ago

Once an item has been passed to the History, work with it by right-clicking the history line.

Note: For Proclaim version 4 onwards, you'll need to click the relevant category to view the options e.g. Document, Email, Amend.

The key options here allow you to:

  • Display Document - Display any document which is associated with that History Line.

  • Amend Document – This lets you change the document which is behind this line. This can only be done for a certain number of days, usually five, and then the history line is locked. After this time use the Resend option.

  • Resend Document – This creates a new entry in the history with a copy of this document.

  • Amend History Details – Allows you to change the history line.

  • Print – On certain versions, you'll have the option to Print or Quick Print. Quick Print will go to your default printer and Print allows you to select the printer first.

  • Email/Fax – This attaches the selected history document to a new Send Email or Send Fax action.

From Release 3.4 onwards, It Is also possible to remove/ delete a record from the History.

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