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Generate a project documents register

Generate a signed, versioned documents register for your project and preview or download it.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the project documents view​

Navigate to your project and open the Documents section so you can access the documents register tools.

Open the project documents view

Step 2: Open the documents register preview​

Select the Documents register button in the toolbar to generate the latest register and open it in the preview dialog.

Open the documents register preview

Step 3: Review the generated documents register​

Check the versioned, signed documents register in the preview dialog to confirm it matches your project records.

Review the generated documents register

Step 4: Regenerate the register with updated filters​

Use the register filters in the preview to refine which documents are included, then regenerate the register to apply your changes.

Regenerate the register with updated filters

Step 5: Download or print the documents register​

From the preview dialog, download the register as a CSV file or use the print and PDF options to share it with your team or client.

Download or print the documents register

Last updated: 2026-08-31