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Review and manage unified project documents

Use the unified documents table to review, sort, and manage all project documents from different sources in one place.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the unified documents table​

Navigate to the documents section of your project to view the unified documents table, which lists all available documents from connected sources in a single view.

Open the unified documents table

Step 2: Review document details in the table​

Scan the table columns to review each document's title or reference, source system, type, category, status, revision, author, and last updated date, using the file icon and badges to quickly understand context.

Review document details in the table

Step 3: Sort documents by key fields​

Click a column header such as "Title / Reference", "Source", "Type", "Category", "Status", "Author", or "Updated at" to sort documents; click again to toggle between ascending and descending order and reveal the current sort direction.

Sort documents by key fields

Step 4: Navigate between pages of documents​

Use the pagination controls below the table to move to the previous or next page, and adjust the page size if available to show more or fewer documents per page.

Navigate between pages of documents

Step 5: Identify processing and status information​

Use the status badges and processing indicators in the "Status" column to see which documents are still being processed, which are ready, and which may require attention due to errors or changes.

Identify processing and status information

Step 6: Open a document from the table​

Click a document row to open it in the detail panel or viewer, highlighting the active document in the table so you can easily see which item you are currently reviewing.

Open a document from the table

Step 7: Compare document changes when available​

When a document has comparison information available, use the comparison chip or marker in the row to open the changes view and review differences between versions.

Compare document changes when available

Step 8: Manage regenerated and deleted documents​

For generated or soft-deleted documents, use the contextual actions in the row to trigger regeneration or restore a deleted document when those options are available to your role.

Manage regenerated and deleted documents

Last updated: 2026-07-08