Manage document details and comments
View document metadata, update its status and type, download the file, and collaborate with your team using comments from the document detail panel.
This guide is designed for project manager.
Steps
Step 1: Open the document detail panel
In your project’s document list, select a document to open its detail panel on the right-hand side, showing its title, current status, type, and processing information.
Step 2: Review document information and processing status
At the top of the panel, review the document’s key information, including its name, document type, current status, and any processing or comparison indicators shown with icons and labels.
Step 3: Download the document
Use the Download button in the panel header to retrieve the current version of the document as a file to your computer.
Step 4: Update document type and status
In the details section, adjust the document type and status fields using the available options to correctly categorise the document, then prepare to save your changes.
Step 5: Save your changes
Click the Save button in the panel to apply your updates to the document’s metadata; a confirmation message appears when the changes are successfully saved.
Step 6: Upload a new revision for comparison
Use the revision upload option to add a new version of the drawing or document, enabling side-by-side comparison of changes within the comparison viewer.
Step 7: View and compare document revisions
Open the comparison viewer to inspect differences between the current document and a selected previous revision, using navigation controls to move between changes.
Step 8: Share the document with organisation members
Open the Share dialog from the detail panel to choose which project or organisation members can access the document, then confirm to send or update sharing permissions.
Step 9: Add a comment on the document
In the comments section, type your message into the comment box, optionally mentioning specific members, then select the Send icon to post it to the discussion thread.
Step 10: Review comment history and avatars
Scroll through the comments list to see each message along with the commenter’s name, avatar or initials, and timestamp to understand the discussion and decisions made.
Step 11: Collapse or expand the detail panel
Use the expand or minimise control on the panel edge to change its width, giving more space to the main document viewer or to the details and comments as needed.
Step 12: Close the document detail panel
When you have finished reviewing or editing, select the Close icon at the top of the panel to return to the main project view without the detail panel.
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Last updated: 2026-02-10