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My Recent Documents

My Recent Documents lists the documents you own, newest first: usually the documents you have added yourself. Use it to get back to a document you have just added without searching for it, for example to add its file, check it in the viewer, or send it to someone. You find it in the New module, under Documents.

My Recent Documents only lists documents you own. A document someone else added does not appear, however often you work on it, and the list is in the order the documents were added, not the order you last opened them. To find any other document, use Search or Explorer.

User checking recent document activity in Docwize

What you can do in My Recent Documents​

  • See the documents you own, newest first, and load older ones as you scroll
  • Download a document's file, with or without its annotations
  • Preview a document in a separate window
  • Open a document's full Details
  • Upload the file for a document that does not have one yet
  • Send a document to a template workflow or an action request, or generate a transmittal

The My Recent Documents list​

Open New, then select My Recent Documents under Documents. The list shows your 100 newest documents. When you scroll to the end, the next 100 are added, until All documents loaded shows at the bottom. Refresh reloads the list from the newest document, so a document you have just added appears at the top. Close closes the list.

The My Recent Documents list open over the New module, with the columns Actions, Ref Number, Document Type, Description, Project, Doc #, Date and Info, and Refresh and Close at the bottomThe My Recent Documents list
ColumnDescription
ActionsButtons for the document's file. See Row buttons.
Ref NumberThe document's reference number, if it has one.
Document TypeThe document type.
DescriptionThe document's description.
ProjectThe project the document belongs to, if it has one.
Doc #The document number.
DateThe document's date. If the document has no date, the date it was added.
InfoDocument details and Send. See Row buttons.

A dash (—) means the document has no value in that column.

Row buttons​

The buttons on each row depend on whether the document has a file yet. Hover over a button to see its name.

ButtonDescription
File-type icon (for example, the PDF icon)Opens Download Document. Shown when the document has a file. See Download Document.
Preview documentOpens the document in a separate window, where you can read it but not change it. Shown when the document has a file.
Upload fileOpens Upload file, where you add the file for a document that does not have one yet. Shown instead of the file buttons. See How to upload a file to a document that has none.
Document details (ⓘ)Opens the document's Details. See Document Details.
Send (paper plane)Opens the Send menu. See The Send menu.

Download Document​

The file-type icon at the start of a row opens Download Document, where you choose how to download the document's file.

The Download Document dialog with Filter Annotations, the filters Filter By User, Filter By Annotation Status and Filter By Type, and the buttons Download Original and Download Annotated PDFDownload Document
ItemDescription
Filter AnnotationsThe number after it is how many of the document's annotations match the filters below.
Filter By User, Filter By Annotation Status, Filter By TypeNarrow the annotations that go into the annotated PDF.
Download OriginalDownloads the file as it was added.
Download PDFShown for a file that is not a PDF or a ZIP file. Downloads the file as a PDF.
Download Annotated PDFShown when at least one annotation matches the filters. Downloads a PDF with those annotations on it.

The Send menu​

Send starts work on the document without opening it first.

The Send menu open on the first row of My Recent Documents, offering Send Template Workflow and Send Action RequestThe Send menu
OptionDescription
Send Template WorkflowOpens Assign Template Workflow, to start a workflow your administrator has set up on this document. See Assign Template Workflow.
Send Action RequestOpens Create Action Request, to ask one person or group to act on this document. See Create Action Request.
Generate TransmittalShown only for a transmittal. Opens Generate Transmittal. See How to generate a transmittal.

Nothing is sent until you choose Send or Start Workflow in the dialog that opens. Cancel closes it without sending anything.

How to open a document from My Recent Documents​

StepDescription
1Open New, then select My Recent Documents under Documents.
2Find the document. The newest is at the top; scroll down to load older documents.
3Select Document details (ⓘ) at the end of its row to open its Details, or Preview document to read it in a separate window.
4To start a workflow or an action request on it, select Send and choose an option.

The video below opens My Recent Documents, opens the newest PDF's Details, then shows the Send menu.

Example: Opening a document from My Recent Documents

  • Document Details — everything about one document, including uploading a missing file
  • Workflows — starting a workflow or an action request on a document
  • Analytics — visual dashboards and trend charts, for a metrics view rather than a document-by-document list