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Review and update document details

Use the document detail panel to review document metadata, update its status and type, download the file, and collaborate with team members via comments.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the document detail panel​

Select a document from the project to open its detail panel, where key information such as name, type, status, and processing state is displayed.

Step 2: Review document metadata​

Check the document’s title, type, status, processing status, creation and update dates, and the user or organisation associated with the document, using the icons and labels shown at the top of the panel.

Step 3: Change document status​

Use the status selector to choose a new status from the available options and confirm the change so the document’s lifecycle is correctly reflected for the team.

Step 4: Update document type​

Adjust the document type using the provided type options so that the document is correctly classified (for example as a drawing, certificate, contract, or report).

Step 5: Save document changes​

Click the save action to apply and store any edits to the document’s status or type; wait for confirmation that changes have been successfully saved.

Step 6: Download the document​

Use the download button to retrieve the current file to your device so you can view or work on it outside the application.

Step 7: Expand or collapse the panel​

Toggle the expand/collapse control to adjust the panel width, giving you more space to view details or to see more of the main project view.

Step 8: Review existing comments​

Scroll to the comments section to read existing remarks from team members, including their avatars, names, and timestamps for each comment.

Step 9: Add a new comment​

Type your message into the comment text area and submit it to share updates, ask questions, or clarify document-related issues with the project team.

Step 10: Close the document detail panel​

Use the close button to dismiss the panel once you have finished reviewing or updating the document details.

Last updated: 2025-12-08