Review and manage a document in split view
Use the split view to navigate documents, review content and versions, manage AI-generated sections, and download or revert changes.
This guide is designed for project manager.
Steps
Step 1: Open the document split view
From your project documents area, select a document to open it in the split view, with a mini document list on the left and detailed tabs on the right.
Step 2: Navigate between documents
Use the mini document list on the left pane and the chevron navigation controls to quickly move between related documents without leaving the split view.
Step 3: Review document content
In the Content tab, scroll through the full document, inspect AI-generated or templated sections, and preview how the document will appear to other users.
Step 4: Add a new section to the document
Use the add section form within the Content tab to create a new section, complete the required fields, and submit it using the add section action to update the document.
Step 5: Save generated content
When AI-generated content is available, review the proposed text, adjust it if needed, and use the save generated action to commit it into the document.
Step 6: Revert template overrides
If a section has been customised from the project template, use the revert template override action to discard your changes and restore the original template content.
Step 7: Delete unwanted generated sections
For any AI-generated sections that are not required, use the delete generated option to remove them so they are no longer part of the document.
Step 8: Review connections, versions, and comments
Switch between the Connections, Versions, and Comments tabs to see linked items, revision history, and discussion threads related to the current document.
Step 9: Download the document
Use the download button in the toolbar to export the current document version to your device for sharing, offline review, or record-keeping.
Last updated: 2026-07-28