Skip to main content
Conga Support

History Link

The History link in the Contract Profile is used to display the History browse screen, which records all of the updates that have been made to the Profile. There is also an additional view, the Work Log History browse screen, which allows you to view all the activities that users have performed in the Contract Profile.

To access the History browse screen, open a Contract Profile, and scroll down to the Links section of the screen.

A

History link

Click to view the History browse screen. The link is appended by a number, indicating the number of history records contained in the profile.

B

History record

View the changes that has been made to the Contract Profile. 

C

Sort option

If you want to change the sort order of the data in a column, click on the column heading to toggle the sort order.

D

Column Display option

If you want to filter the information displayed, click on the arrow icon to the right of any column to display the Sort/Column menu, and select Columns to display a list of available fields. Select the fields you want displayed in the browse screen by clicking in the check box to the left of the field.

E

Reorder and Resize Columns

  • To resize a column, mouse over the right or left border of the header until the resize icon appears. Then, click on the border and drag it until the column is the desired width.
  • To move a column to a different location in the browse screen, click on the column header and then drag it to the left or right, and drop it in the desired location. If you are successfully moving a column of data, the icon displays during the move.

F

Work Log History tab

Click to display the Work Log History screen.

G

Work Log Activity records

View the activities that users have performed for the Contract Profile.

H

Work Log Activity links

Click on any workflow, document, task, or document package link to be directed to the appropriate screen if you need additional information.

I

Log Level multi-select list

The default view is all Work Log History records, but you can refine the view by clicking on a selected record to de-select it. The list of records that you can view in the browse screen are:

  • Viewed record - all users who have viewed the Contract Profile
  • Created record - all events, additional forms, and workflows that users add to the profile, as well as the messages they send from the profile
  • Edited record - all fields that users update in the Contract Profile, along with the edits they make to documents and additional forms, as well as events and workflows (editing, completing, closing)
  • Downloaded record - all documents that users download to the profile
  • Completed workflow - all workflows that users complete from the profile
  • Started Workflow Step - all workflow steps that users initiate from the profile
  • Completed Workflow Step - all workflows steps that users complete from the profile
  • Completed Tasks - all tasks that users complete from the profile Document Package
  • Signatures Complete - all document packages that were submitted for electronic signature Document Package
  • Signed - all document packages that users complete (close)