Browse and sort project documents
Use the unified document table to review, sort, and open project documents from all sources in one place.
This guide is designed for project manager.
Steps
Step 1: Open the unified documents view
Navigate to the documents area of the application to display the unified document table, showing all available project documents in a single list.
Step 2: Review document details in the table
Scan the table columns to see each document’s title or reference, source system, type, category, revision, status, author, and last updated date.
Step 3: Sort documents by column
Click a column header such as "Title / Reference", "Source", "Type", "Category", "Status", "Rev", "Author", or "Last updated" to sort the documents in ascending or descending order using the sort icons.
Step 4: Move between pages of documents
Use the pagination controls below or above the table, including the previous and next arrows, to move through multiple pages of documents.
Step 5: Change how many documents are shown per page
Adjust the page size control to increase or decrease how many document rows are displayed on each page of the table.
Step 6: Identify processing and comparison-ready documents
Look for processing indicators, comparison chips and status badges in the table to see which documents are still processing, ready for change comparison, or have a specific workflow status.
Step 7: Open a document from the table
Click a document row to open its detailed view in the side panel or main document viewer, where it becomes the active highlighted document in the table.
Step 8: Open the changes view for a document
For documents that have a ready diff, select the changes or comparison action in the row to deep-link directly into the comparison view.
Step 9: Restore deleted documents when available
When the deleted column and restore controls are shown, use the "Restore" action in the trailing column to recover soft-deleted documents from the table.
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Last updated: 2026-09-01