Manage document actions from the detail view
Use the document detail view to see which actions (edit, share, delete) are available to you based on your permissions.
This guide is designed for project manager.
Steps
Step 1: Open the document detail view
From your project documents list, select a document to open its detail view in the split layout, showing the document content alongside its actions.
Step 2: Review your available document actions
At the top of the document detail panel, review which actions are shown; depending on your permissions you may see Edit, Share and Delete, or no action buttons at all.
Step 3: Edit a document when you have edit rights
If the Edit button is visible, select it to update the document details or content; your changes will be saved according to your project’s settings.
Step 4: Share a document with your team
If the Share button is visible, select it to open the sharing options and configure who else in your organisation can access the document.
Step 5: Delete a document when you are the creator
If the Delete button is visible, select it to permanently remove the document; confirm the deletion when prompted to complete the action.
Step 6: Understand when no actions are available
If no Edit, Share or Delete buttons appear, you are viewing the document with read-only access and cannot change or share it.
Last updated: 2026-09-01