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Document View History


Avantis makes retracing your steps easy with View History, allowing you to track the documents you've viewed and even run searches based on your past activity.

 

  1. You may search by view time to see all the documents you viewed before, after, or between a certain range of time
    1. To add this criteria click on +Add criteria on the upper left portion of your visible search criteria (right under your full text search field)
  2. Eyeglasses/goggles icon appears beside every document viewed
  3. You may add the view time column to see view times or else to sort or filter by view time
    1. To add this column, click on the Select columns and order icon on the upper right of your result grid
  4. You may choose to clear the view time and goggles icon from some or all of your results
    1. This is irreversible
    2. To clear all view times from all results (full reset) click the icon
    3. To clear some view times from only some of your results (partial reset) select the items you want to clear view time from using the checkboxes on the left side of your results grid

 

Video: View History

 

Using View Time as Search Criteria

Adding View Time to your searches can help you:

Examples of View Time in Searches:

  • Issuer Search: See all filings from a specific issuer that you viewed on a certain date, or within a date range.

  • Industry [SEDAR] Search: Retrieve filings from a specific industry that you have previously viewed.

  • Document Category Search: Find specific types of filings you have already seen within a selected timeframe.

These are just examples—experiment with View Time to refine your searches based on your needs.

 

Clearing Your View History

Clearing All View History

  • To delete your entire View History for a dataset, click the Clear View History icon (viewing glasses or goggles) in the upper-right of your results grid.

  • Caution: This action is irreversible and will remove your ability to audit work or retrace past steps.

Clearing Specific Documents

  • To remove the View History indicator from selected documents:

    1. Check the boxes next to the documents you want to clear.

    2. Click the Clear View History icon.

Pro Tip: You can search for all documents you've viewed based on issuer, industry, or document category, then selectively clear the View History for specific documents so they appear as not previously viewed.