View As Of…

In ProjectTeam Users have the ability to view forms in a previous state by utilizing the View As Of… function. This functionality can be used on all form types in the system including custom forms.

To use the View As Of… function follow the directions below.

  1. Open any form in the project by clicking on the Subject link.
  2. Click the ellipsis button (three dots) button in the top right corner and select View as of….
  3. The View as of… modal window opens. This is where the user will select the point in time, they wish to use to review the document status.
  4. Once a date and time has been selected, click the View.
  5. Note in the view below at that point in time there was no Reviewer Action or Action Notes.
  6. Click Back to current button at the top of the form.
  7. In the current view the Reviewer Action and Action Notes had been updated. Click the Project Home icon to return to the project home page.