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Review and manage documents in split view

Use the split-view document screen to review content, navigate versions, manage sections, and collaborate with your team in one place.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the split-view document detail​

From your documents area, select a document to open it in the split-view layout, showing the document list on the left and full details on the right.

Open the split-view document detail

Step 2: Navigate documents from the left-hand list​

Use the mini document list on the left pane to quickly switch between related documents without leaving the split view.

Navigate documents from the left-hand list

Step 3: Review document content in the Content tab​

In the right pane, open the Content tab to read the full document, including any embedded views rendered according to the document’s source type.

Review document content in the Content tab

Step 4: Refresh the document register​

Use the refresh control (handleRefreshRegister) to reload document metadata and register information so you are always working with up-to-date data.

Refresh the document register

Step 5: Export the generated PDF​

Select the export option (handleExportGeneratedPdf) to generate and download a consolidated PDF version of the document for sharing or offline review.

Export the generated PDF

Step 6: Download the original document file​

Use the download action (handleDownload) to retrieve the original file from storage, such as the source PDF or report export.

Download the original document file

Step 7: Move to the next document in the sequence​

Click the next navigation control (handleNext) to advance to the next document in the list while keeping the same split-view layout.

Move to the next document in the sequence

Step 8: Add a new section to the document​

Use the form in the Content or structure area to define a new section and submit it with handleSubmitAddSection so the document is updated with your changes.

Add a new section to the document

Open the Connections tab to see linked documents, reports, or virtual documents, helping you understand dependencies and relationships.

Review connections and related items

Step 10: Track versions and revision history​

Use the Versions tab to see the revision chain, compare changes between versions, and confirm which version is in use on the project.

Track versions and revision history

Step 11: Collaborate via comments​

Open the Comments tab to read existing comments and add new ones, tagging colleagues where needed so actions and decisions are clearly documented.

Collaborate via comments

Last updated: 2026-07-28