Viewing file history helps you track edits, uploads, access changes, and other actions. This supports accurate record-keeping, client transparency, and compliance during audits.
Note: File history tracking begins on August 25, 2025. Any actions taken before this date are not available in history.
Table of Contents
View File History
Navigate to the file you want to view.
Client Record: Go to Clients > Client List > select a Client Record > Files > select the file.
Global Files: Go to Files > choose Client Files, Internal Files, or My Files > select the file.
Click the three-dot icon on the right-hand side of the file.
Select View History from the menu.
Click View More History to see the complete history.
File History Actions Logged
The following actions are recorded in file history:
Annotated file
Archived file
Combined
Added file
Deleted file
Deleted annotation
Downloaded file
Edited file
Locked file
Mde visible to Client Portal
Moved file
Organized file
Modified PDF fields
Printed file
Removed visibility from Client Portal
Renamed file
Sent an eSign request
Sent file link
Unarchived file
Unlocked file
Unzipped file
Viewed file
Troubleshooting
If View History is not visible, you may not have the required permissions. Contact your Canopy admin to confirm access.
Summary
To view a file’s history, navigate to the file, open the three-dot menu, and select View History. Review the logged actions to track changes, edits, and access for audit readiness and client transparency.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.