Manage project documents in the Unified Document View
Use the Unified Document View to see all project documents in one place, filter them, and open detailed views for further work.
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 documents pulled together from different sources in a single list or grid.
Step 2: Review document status and summaries
Scan the main document list or grid to review titles, status, source, and key metadata for each document so you can quickly understand what has been created and what needs attention.
Step 3: Apply quick filter presets
Use the preset filter chips at the top of the view (for example by status or source) to instantly refine the list to the documents that matter most for your current task.
Step 4: Use advanced filters and search
Open the filter panel and use the search box, source filters, and other options to combine criteria and narrow down the document set to a precise working list.
Step 5: Switch between table and card layouts
Toggle between the table layout for dense, sortable information and the card layout for a more visual overview, depending on how you prefer to browse documents.
Step 6: Select documents for bulk actions
Tick the checkboxes beside one or more documents to reveal the bulk action bar, then perform actions such as restoring, comparing, or other project-specific operations in one go.
Step 7: Restore documents from the Unified view
Use the restore option on an individual document or from the bulk action bar to bring archived or previously removed documents back into the active register.
Step 8: Open a document in split-pane detail
Click a document row or card to open the split-pane detail view, where you can move between Content, Connections, Versions, and Comments tabs to manage the document in depth.
Step 9: Navigate between documents in detail view
Use the previous and next controls in the split-pane detail view to move through the filtered set of documents without returning to the main list each time.
Step 10: Close the detail view and return to the list
When you have finished reviewing a document, use the close or back control in the split-pane layout to return to the Unified Document View and continue working with the wider set.
Last updated: 2026-07-31