View history
Avantis makes retracing your steps easy with View History. View History allows you to do everything from marking the documents you've already viewed, to running searches based on documents you've viewed in the past.
Video:
View History
View History in your results grid
Whenever you view a document in Avantis, it will automatically be marked with a pair of eyeglasses to indicate to you that you've already seen it.
View Time in your results grid
View Time is a column that can be added to your results grid (see the screen shot above) to see the exact date and time stamp showing when you last viewed each document.
- You can sort and filter according to the View Time column to retrace your steps
View Time as a search criteria
The ability to add View Time as a criteria to your search is a very powerful feature that allows you to pick up where you left off previously, or else to audit your work, or to retrace your steps. As examples:
-
Adding View Time to an ~Issuer~ search you can see all the filings from that particular issuer that you viewed on a certain date or before, after, or between certain dates
-
Adding View Time to an ~Industry [SEDAR]~ search allows you to see all the filings by filers in a certain industry that you viewed on a certain date or before, after, or between certain dates
-
Adding View Time to a ~Document Category~ (previously called ~Filing Category~) search allows you to see all the filings of a certain type that you viewed on a certain date or before, after, or between certain dates
- These are only examples but we invite you to add View Time to your searches in any creative ways that meet your objectives
Clearing your entire View History
Whenever you want to clear ALL your view history for a given dataset, simply click on the Clear View History icon on the upper right of your result grid (see the screen shot above) and this will clear your ENTIRE view history for that dataset
- proceed with caution when deleting your entire View History, as this will remove the ability to audit any work, or retrace any steps you've already done
Clearing specific documents from your View History
Whenever you want to remove the View History indicator from a particular document or group of documents, simply select the documents in question using the checkboxes in the leftmost column, and then
click on the Clear View History icon on the upper right of your result grid (see the screen shot above)
-
PRO TIP: You can run searches to retrieve all the documents you've viewed based on issuer, industry, document category, or any other search criteria and select from among them the specific documents you'd like to clear view history from so they will show up as not previously viewed
Related Articles
Run searches from your search history
Avantis keeps your last 20 searches saved at your fingertips for easy recall. Below are step by step instructions and a video to get you started. Video: How to Access Your Search History To access search history in the search panel 1. Start by ...View French/English translated SEDAR filings side-by-side
Translation View allows users to see documents that are filed in both English and French in a side by side view for comparison. Below are step by step instructions as well as a video to get you started with translation view. Video: Looking at ...View document preview in results
When looking at search results, we can see the beginning of each document or else the first couple of search hits displayed right in the results grid. Video: Document Preview in Search Results To enable document preview Click on the document preview ...Search results grid
Video - Running Your First Search Results Grid Here are the features of your result grid. Being familiar with these will help you get the most out of the time spent analyzing and organizing your results. Clicking on any result will open the document ...Search term suggestions from your previous searches
Avantis hosts a robust collection of all your previously searched full text search terms as a Quick History in the full text search box in both the Search Pane and the Document Viewer. This is distinct from the Search History, which contains full ...