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Review and manage documents in split view

Use the split-view interface to review document content, track versions and comments, and update document status and metadata.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open a document in split view​

From the document list, select a document to open it in the split-view layout, with a mini document list on the left and full details on the right.

Open a document in split view

Step 2: Navigate between documents in the mini list​

Use the mini document list on the left to switch quickly between related documents while keeping the detail panel on the right in view.

Navigate between documents in the mini list

Step 3: Review document content and source details​

In the Content tab, review the document body, source type, status badges, and key metadata to understand the document’s context.

Review document content and source details

Step 4: Update document status and tags​

Use the status control and tags editor to update the document’s workflow status and apply or edit tags to keep the document accurately categorised.

Update document status and tags

Step 5: Save changes to document details​

After editing status, tags, or other metadata, use the save option to commit your changes so they are stored for the project team.

Save changes to document details

Step 6: View connections and revision history​

Switch to the Connections and Versions tabs to see how the document relates to others, and review its revision chain and previous versions.

View connections and revision history

Step 7: Review and add comments​

Open the Comments tab to read existing discussion, then add new comments or replies so that feedback and decisions are recorded against the document.

Review and add comments

Step 8: Manage generated or virtual documents​

For AI-generated or virtual documents, check the generation status, quickly update it, or delete generated versions if they are no longer needed.

Manage generated or virtual documents

Step 9: Export or share reports​

For report-type documents, export them to PDF or other supported formats, and use the share options to distribute them to stakeholders.

Export or share reports

Step 10: Move to the next document​

Use the next navigation control to step through documents in sequence, reviewing and updating each one without leaving the split-view screen.

Move to the next document

Last updated: 2026-06-26