Manage document details in split view
Use the split-view layout to review a document’s content, versions, connections and comments while quickly switching between related documents.
This guide is designed for project manager.
Steps
Step 1: Open the split-view document detail screen
From your document list, select a document to open it in the split-view layout with the mini list on the left and full details on the right.
Step 2: Navigate between documents in the mini list
Use the mini document list on the left pane to click between documents and quickly load each one’s details on the right.
Step 3: Review document content and metadata
In the Content tab on the right pane, review the main document content, key fields, and any extraction status or processing indicators.
Step 4: View and manage document connections
Open the Connections tab to review linked drawings, reports, virtual documents or workflows and follow links to their source.
Step 5: Compare versions and revision history
Switch to the Versions tab to review the revision chain, compare drawing changes, and see when each version was created or updated.
Step 6: Add and reply to comments
Use the Comments tab to read existing comments, add new ones, and reply to team discussions for the selected document or section.
Step 7: Apply quick status updates
Use the quick actions to mark documents as generated or uploaded, and confirm status changes to keep the workflow up to date.
Step 8: Edit document sections and apply changes
Adjust document sections or operations in the editor and use the apply actions to save and update the structured content.
Step 9: Open the original source file
Use the open-source action or external link icons to jump to the original uploaded file or system where the document comes from.
Step 10: Discard unsaved edits
If you change your mind, use the discard option to undo your pending edits and return the document to its last saved state.
Last updated: 2026-09-01