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Manage and explore all project documents in one view

Use the unified documents view to browse, filter, review, and open all documents for a project from a single, powerful dashboard.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the unified documents view​

Navigate to your project and open the Data or Documents area to see the unified documents view, which lists all documents in a single place.

Open the unified documents view

Step 2: Review document status and key information​

Scan the documents list or cards to see titles, sources, status, comparison indicators, and whether each document is linked to external CDE connections.

Review document status and key information

Step 3: Apply quick filter presets​

Use the preset filter chips (for example, by status or source) at the top of the view to instantly narrow the list down to the most relevant documents.

Apply quick filter presets

Step 4: Use advanced filters for precise results​

Open the advanced filter panel to combine multiple filters such as document type, source system, status, or other attributes to refine the results.

Use advanced filters for precise results

Step 5: Switch between table and card layouts​

Toggle between grid and list layouts to view documents as detailed rows or visual cards, depending on the level of detail or overview you need.

Switch between table and card layouts

Step 6: Search across all documents​

Use the search box to find documents by name or keywords, combining it with filters to locate specific files quickly in large projects.

Search across all documents

Step 7: Check and manage CDE connections​

Use the CDE connection indicator to confirm whether your project is connected to external CDEs and see if documents are synchronised from those systems.

Check and manage CDE connections

Step 8: Select multiple documents for bulk actions​

Select several documents from the list to reveal the bulk action bar, allowing you to perform actions on multiple files at once where enabled.

Select multiple documents for bulk actions

Step 9: Open a document in split-pane detail view​

Click a document to open the split-pane detail layout, where you can review its content, connections, versions, and comments in separate tabs.

Open a document in split-pane detail view

Step 10: Generate or regenerate reports from templates​

Where available, open the document generation dialog to create new reports from templates or regenerate existing virtual documents using AI-assisted tools.

Generate or regenerate reports from templates

Step 11: Upload or create new documents​

Use the upload drawer or template picker to add new documents or virtual reports to the project, ensuring the unified view stays up to date.

Upload or create new documents

Last updated: 2026-06-24