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Review and manage document details in split view

Use the split-view document detail page to review content, track versions, manage comments, and download or reassess documents side by side with the document list.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the split-view document detail page​

From your project’s documents area, open any document to load the split-view layout, with a mini document list on the left and full details on the right.

Open the split-view document detail page

Step 2: Switch between documents using the mini list​

Use the mini document list on the left pane to quickly move between documents without leaving the detail view, ensuring you can compare and review multiple files efficiently.

Switch between documents using the mini list

Step 3: Review document content and metadata​

In the Content tab on the right pane, review the main document body, key fields, and any embedded views relevant to the selected source type.

Review document content and metadata

Step 4: Edit document details and save changes​

Update editable fields such as title, tags, or other properties, then use the save option to apply your changes via the handleSaveChanges and handleSubmit actions.

Edit document details and save changes

Step 5: Explore connections, versions, and comments​

Navigate between the Connections, Versions, and Comments tabs to see how the document links to others, review its revision chain, and read or add comments using the integrated comments panel.

Explore connections, versions, and comments

Step 6: Download the document or reassess comparisons​

Use the download option to export the document via handleDownload, and, where available, trigger a reassessment of drawing or document comparisons with handleReassessComparison.

Download the document or reassess comparisons

Last updated: 2026-07-31