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Browse and sort unified documents

Use the unified document table to review, sort and inspect all project documents from one place.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the unified documents view​

Navigate to the documents area of your workspace to see the unified document table with all available records listed.

Open the unified documents view

Step 2: Review document titles and key details​

Scan the table to review each document's title or reference, type, category, status, revision, author and last updated date.

Review document titles and key details

Step 3: Identify document source and status​

Use the Source and Status columns and their badges to quickly see where each document comes from and whether it is ready, processing or deleted.

Identify document source and status

Step 4: Sort documents by key fields​

Click a sortable column header such as Title, Source, Type, Category, Status, Author or Updated to reorder the documents in ascending or descending order.

Sort documents by key fields

Step 5: Highlight and open a document​

Select a row in the table to highlight the document and open its detailed view or side panel for further review.

Highlight and open a document

Step 6: Work with document comparisons​

Look for comparison chips or markers in relevant rows, then select a document to open its comparison view or review recent changes where available.

Work with document comparisons

Step 7: Monitor processing and regeneration​

Use the processing indicators on rows that are being prepared or regenerated to track progress before reviewing the finished document.

Monitor processing and regeneration

Step 8: Manage deleted documents​

When the Deleted column is visible, review deleted documents and, where enabled, use the restore action in the row to bring a document back.

Manage deleted documents

Last updated: 2026-06-26