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The History feature tracks and records every single change made to the contract and also maintains revisions. You can view a quick summary of all the changes made to the contract and revert to a previous revision at any time. Click the History icon on the top right to view the history feed.
To view a specific type of change made to the contract, select the type from the drop-down list. For example, if you want to see what changes were made to the Clauses in the contract, select Clauses from the drop-down list. CLM displays a brief summary of the activity, lists the users who added or deleted a Clause, and the date and time the activity was performed. History also tracks all the updates made to the clause content. All the changes are displayed as redlined text. To view the content changes, click on the clause link in History.
You can also enter a keyword in the Search field to filter the results. For example, to view a list of changes made by John Doe, enter John Doe in the search field.
You can also filter by these categories:
|Category||Displays results for:|
|Document Revisions||Contract revisions. You can click the link in the summary to download a copy of the revision and you can click to restore a previous version.|
|Audit Trail||All updates made to customer and contact information.|
|Action History||All workflow actions performed on the contract.|
|Notes||All notes entered on a contract.|
|Internal Notes||Only internal notes on a contract.|
|External Notes||Only external notes on a contract.|
|Attached Files||Added or removed attachments. You can click the link in the summary to download the attachment.|
|Supplements||Only added supplements.|
|Clauses||Displays who added or deleted a Clause.|
|Parallel Approval||Displays who the contract is reassigned to if rejected.|
|DocuSign||Displays contract status if contract is rejected through Docusign.|
|Contract View History||Users who viewed the contract.|
|Contract Relation History||Added or removed relations.|