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Review and manage project drawings

Use the drawings table to search, review, sort, and manage all documents and drawings associated with your project.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the drawings view for your project

Navigate to your project’s data area and open the drawings or documents tab to view the drawings table, which lists all available documents.

Open the drawings view for your project

Step 2: Filter and search for specific drawings

Use the search bar and filters above the table to narrow down documents by name, type, status, or other criteria until only the relevant drawings are shown.

Filter and search for specific drawings

Step 3: Sort drawings by status or other columns

Click on a column header (such as status, type, or last updated) to change the sort order, then use the up/down sort icons to toggle between ascending and descending order.

Sort drawings by status or other columns

Step 4: Select one or more drawings

Tick the checkbox beside individual drawings to select them, or use the select-all checkbox in the header to select every drawing currently visible in the list.

Select one or more drawings

Step 5: Inspect drawing details

Click on a drawing row to open the detail panel, where you can review its metadata, processing status, and any additional information about that document.

Inspect drawing details

Step 6: Download selected drawings

With one or more drawings selected, use the download button to export them; multiple drawings may be bundled into a ZIP file for you to save to your computer.

Download selected drawings

Step 7: Remove drawings you no longer need

Select one or more drawings and click the delete button; confirm the action in the confirmation dialog to permanently remove these documents from the project.

Remove drawings you no longer need

Step 8: Review document processing status

Check the status badges and icons next to each drawing to see whether it has been processed, is in progress, has warnings, or requires attention.

Review document processing status

Step 9: Move through pages of results

Use the pagination controls at the bottom of the table, including previous and next arrows, to navigate through multiple pages of drawings when your project has many documents.

Move through pages of results


Last updated: 2026-01-23