Review and manage document details in split view
Use the split-view document detail screen to review content, manage status and tags, navigate versions, and export or share reports.
This guide is designed for project manager.
Steps
Step 1: Open a document in split view
From your document list, select a document to open it in the split-view layout, showing a mini list on the left and full details on the right.
Step 2: Navigate documents in the left-hand mini list
Use the mini document list on the left to quickly switch between related documents while keeping the current detail view on the right.
Step 3: Review document header and status
At the top of the detail pane, review the document title, source, current status badge, and key metadata to confirm you have the correct document.
Step 4: Adjust document status
Use the document status control to change the status to the appropriate option for your workflow and save the update.
Step 5: Edit tags and classification
Open the tags editor to add, remove, or update tags so the document is correctly classified for search and reporting.
Step 6: Review document content
On the Content tab, read the full document body, including any formatted text or embedded references that have been rendered for easy review.
Step 7: Explore connections and relationships
Switch to the Connections tab to see how this document relates to other records, drawings, or models in your project.
Step 8: Review and switch between versions
Open the Versions tab to see the revision chain, compare entries, and click a version to view its details using the version navigation controls.
Step 9: Add and manage comments
On the Comments tab, read existing feedback and create new comments to capture discussion and decisions linked to the document.
Step 10: Export or download the document
Use the export controls to download the document or report, including generating a PDF report if available for this document type.
Step 11: Save changes to the document
After updating status, tags, or other editable fields, use the save changes action to apply your updates to the current document.
Step 12: Reply to and manage existing comments
Review existing comments, respond where needed, and ensure key decisions or clarifications are captured in the comment thread.
Step 13: Delete an obsolete report
When a report is no longer needed, use the delete report action to remove it and keep the document’s reports list up to date.
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Last updated: 2026-06-27