Export a Task, Discussion, or a Document Revision

You can quickly export a complete audit history of an individual task, discussion or document revision as a one-off, for reporting purposes or in the event of an exception or dispute.

A one-click export delivers a zip file to a user’s personal container containing all correspondence, comments, attachments, linked documents and workflow history related to a Task, Discussion or document revision.

  1. Right click on the task, discussion or document whose history you want to export, and select Properties.
    The item's property window appears.
  2. Click the complete export icon next to the item whose complete audit history you want to export.
    The Download All window appears and notifies you that the download has been queued.
  3. Click OK.
  4. Once the Download All window disappears, click OK on the Document Properties window.
The download is queued, and you will be notified when it's ready for you to access from your personal container.