Browse document history
Browse every document ever generated across the workspace, filter by type, record or verifier, and re-send or re-print on demand.
Document history is the global archive of every DOCX or PDF ever generated through the Document management module. Use it to re-send a lost copy to a customer, audit who generated what, or run a compliance check across a batch.
Open history
Step 1: Open Document management → History
The list defaults to the current month, newest first.
Screenshot pendingdocument-history-01.png
Filter the archive
| Filter | Example |
|---|---|
| Document type | Allotment letter, booking agreement, payment receipt, offer letter. |
| Record | A specific booking, customer, or employee. |
| Date range | By generation date. |
| Verifier status | Draft, Finalised, Verified. |
| Generated by | Any user. |
Verify a document
Roles with document.verify (Document Verifier, Admin) can mark a document as VERIFIED after reviewing it. Verification is logged in the audit trail and shown as a green badge on the record's documents tab.
Step 1: Open a document → Click Verify
Enter verification notes and save. The badge flips to Verified.
What's next
- Generate documents — create a new document from a record.
- Document templates — manage the templates behind history.