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Manage company documents

View and manage all documents associated with a specific company within the project workspace.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Company Documents tab​

In the project workspace, navigate to the "Company Documents" tab to see all files linked to the selected company.

Open the Company Documents tab

Step 2: Review the list of company documents​

Browse the documents displayed in the tab, including their names and any key details provided, to understand what has already been uploaded.

Review the list of company documents

Step 3: Filter or sort the document list​

Use any available filters or sorting options in the tab to quickly locate the documents that are most relevant to your current task.

Filter or sort the document list

Step 4: Open a document for more detail​

Select a document from the list to open it in your browser or download it, allowing you to review its contents in full.

Open a document for more detail

Last updated: 2026-09-01