Skip to main content

Generate a documents register for your project

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

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the documents area for your project​

Navigate to the project and open the Documents section where the documents register button is available in the toolbar.

Open the documents area for your project

Step 2: Start generating the documents register​

Select the Documents register button (with the file icon); a spinner appears while the system builds the latest version of the register.

Start generating the documents register

Step 3: Review the generated register​

When generation completes, the documents register opens in the preview dialog showing the signed, versioned register details.

Review the generated register

Step 4: Regenerate with updated filters if needed​

From the preview dialog, adjust any available filters and trigger regeneration to refresh the register contents while keeping the dialog open.

Regenerate with updated filters if needed

Step 5: Export or download the register​

Use the controls in the preview dialog to print or export the register as a PDF, or download the data as a CSV file for further analysis.

Export or download the register

Last updated: 2026-07-30