Manage documents in the Unified Document View
Use the Unified Document View to see all project documents in one place, apply powerful filters, and open detailed views for further action.
This guide is designed for project manager.
Steps
Step 1: Open the Unified Document View
From the main navigation, go to the Data or Documents area and open the Unified Document View to see all documents in a single list or grid.
Step 2: Apply a preset filter
Use the preset filter buttons (such as common status or type presets) at the top of the view to quickly narrow the list of documents to the most relevant set.
Step 3: Use advanced filters
Select the advanced filtering controls to combine multiple criteria, then apply the filter to refine the document list based on status, source, or other properties.
Step 4: Switch between grid and table layouts
Use the layout toggle (grid or list icons) to change how documents are displayed, choosing between a card grid view or a detailed table view.
Step 5: Refresh the document list
Click the refresh icon to reload the Unified Document View and pull in any newly created, updated, or restored documents.
Step 6: Open a document in split-pane detail view
Click a document row or card to open it in the split-pane layout, where you can review its content, connections, versions, and comments in dedicated tabs.
Step 7: Restore a previously removed document
From the relevant status or trash-like view, choose the document you want to restore and use the restore action so that it appears again in the main document list.
Last updated: 2026-09-01