Learn how to update the currency, view contributors, and check document activity in document actions and properties.

Contents

• Introduction
• Changing the default document currency
• Viewing document activity
  • Viewing document contributors
  • Viewing document history

Introduction

To find your document actions and properties:

1. Hover your mouse over the three dots at the top right of your document.

Changing the default document currency

Your organisation has a default currency for all documents, but you can easily change it for an individual document. Here’s how:

1.   Hover your mouse over the three dots at the top right of your document. 

2.   Click the Currency option. 

3.  In the text field, click “✗” to clear the current currency. Then choose the new currency by typing or using the dropdown.

4.   Click Save.

Viewing document activity

In actions, you can easily keep track of who has access to your document as well as the changes that have been made since you created it.

a.  Viewing document contributors

To see who has access to your document:

1.   Hover your mouse over the three dots at the top right of your document. 

2.   Click the Access option. 

3.  This will open the Document Access window. Here, you can add co-authors, see who has access to your document, and check when they were last active.

b.  Viewing document history

1.   Hover your mouse over the three dots at the top right of your document. 

2.   Click the Audit History option. 

3.  This opens the Document Audit History. It shows a record of all activities since you started the document, with timestamps. The most recent activities appear at the top.

You can access the Document Audit History for a completed document too. Open your completed document, hover over the three dots at the top right, and click the Audit History option.