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Manage Pending Documents

Review documents awaiting acceptance before they're added to your project library. Each document synced from your CDE or uploaded to the project creates a task in the Pending section where you can review, accept, or reject it before it moves to the main Documents section.

Audience

This guide is designed for construction professional.

Steps​

Step 1: Navigate to Pending Documents​

From the Data section, click the Pending tab. This shows all recently uploaded documents that are awaiting your review and acceptance. Each document appears as a task card with basic information.

Navigate to Pending Documents

tip

Pending documents have a "Review Needed" badge indicating they need attention.

Step 2: View pending document details​

Click on a pending document to open its detail panel. You can see: file name, upload date, file type, file size, and the uploader's name. A preview of the document content appears if it's viewable (PDF, images, text files).

View pending document details

tip

Documents larger than 50MB may not have previews available.

Step 3: Review document content​

Examine the document preview and metadata carefully. Use the preview panel to scroll through the document, zoom in/out, and verify it's what you expected. Check that the file format is correct and content is legible.

Review document content

tip

You can download the document to review on your computer if needed.

Step 4: Edit document data​

In the document detail panel, click Edit Document Data. You can edit the document type, status, revision, description, and other metadata.

Edit document data

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You can edit the document data to ensure it is accurate and helps others understand its purpose.

Step 5: Add document to project library​

Once you've reviewed the document, click Accept Document. The document is immediately moved to the main Documents section and becomes available to your team. Multiple documents can be accepted at once.

Add document to project library

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Accepted documents appear in the Documents tab with full searchability and organization options.

Step 6: Reprocess document if needed​

If the document needs to be reprocessed, click Reprocess Document. The document is reprocessed and added back to the Pending section.

Reprocess document if needed

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You can reprocess the document to ensure it is accurate and helps others understand its purpose.

Step 7: Delete document if needed​

If the document is not required for the project, click Delete. The document is deleted from the project and moved to the Deleted section.

Delete document if needed

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You can delete the document to remove it from the project.

Step 8: Organise documents​

After acceptance, documents appear in your project library. You can now organise them into folders, tag them, assign them to work packages, or link them to tasks. The document becomes fully searchable across the project.

Video Tutorial​

Last updated: 2025-12-08