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Manage documents using the header and filter bar

Use the documents header and filter bar to navigate project documents, access AI tools and quickly narrow down large document lists.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the project documents area​

From your project workspace, open the Documents section to view the unified document list and its header.

Open the project documents area

Step 2: Review header actions and navigation​

At the top of the Documents view, locate the header where you can access navigation links, document creation options and AI-related tools.

Review header actions and navigation

Step 3: Use header controls to create or register documents​

From the header, open the create or register menu to start new documents or register existing ones according to your project needs.

Use header controls to create or register documents

Step 4: Apply filters with the filter chip bar​

Use the filter chip bar beneath the header to select, combine or clear filters so you only see documents that match your criteria.

Apply filters with the filter chip bar

Step 5: Adjust sorting and refresh the document list​

Change the sort options and use any refresh controls provided in the header to re-order or update the visible list of documents.

Adjust sorting and refresh the document list

Last updated: 2026-09-01