Manage document revision matches
Use the revision match modal to review uploaded files and match them to existing project documents.
This guide is designed for project manager.
Steps
Step 1: Open the revision match modal
From your document upload or review screen, open the revision match modal to start matching new files to existing project documents.
Step 2: Review suggested matches and confidence
Check the list of uploaded files and the system’s suggested document matches, including the confidence level and whether each match is the latest revision.
Step 3: Open the document search panel
For any file where the suggested match is missing or incorrect, open the document search panel to manually choose the correct project document.
Step 4: Select the correct project document
In the search panel, pick the correct document from the available list, noting which items are unavailable because they are already matched elsewhere.
Step 5: Confirm all revision decisions
Once every file has an appropriate match decision, confirm your choices so the system can apply the new revisions to the selected documents.
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Last updated: 2026-08-31