Skip to main content

Manage project documents in the Unified Document View

Use the Unified Document View to find, filter, review, and act on all project documents in one place.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Unified Document View​

Navigate to the Data or Documents area of your project and open the Unified Document View to see all available documents in a single list or grid.

Open the Unified Document View

Step 2: Review document list and document cards​

Browse the main document list or card layout to see key details such as document title, status, source system, and comparison indicators for each document.

Review document list and document cards

Step 3: Apply filter presets for quick views​

Use the preset filters (for example, status-based or source-based presets) to quickly narrow the list to the most relevant documents for your current task.

Apply filter presets for quick views

Step 4: Refine results with advanced filters​

Open the filter panel or filter chip bar to add or remove specific filters, such as source, type, status, or other metadata, and instantly update the document results.

Refine results with advanced filters

Step 5: Switch between table and card layouts​

Use the layout toggle to switch between table view and card view so you can work with documents in the format that best suits your review style.

Switch between table and card layouts

Step 6: Select documents for bulk actions​

Select one or more documents from the list to activate the bulk action bar, allowing you to perform actions such as comparison, deletion, or other batch operations.

Select documents for bulk actions

Step 7: Open a document for detailed review​

Click on a document row or card to open it in the split-pane detail view, where you can access content, connections, versions, and comments in dedicated tabs.

Open a document for detailed review

Step 8: Refresh the document list​

Use the refresh control to pull in the latest documents and updates from connected environments and ensure you are working with current information.

Refresh the document list

Step 9: Generate or regenerate reports​

Use the inline report editor and report generation controls to create new reports from templates or regenerate existing reports based on updated project data.

Generate or regenerate reports

Step 10: Monitor CDE connections and virtual documents​

Check the CDE connection indicator and virtual document entries to understand how external and system-generated content is feeding into your unified document set.

Monitor CDE connections and virtual documents

Last updated: 2026-08-31