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Manage and explore all project documents in the unified view

Use the unified document view to browse, filter, inspect, and regenerate all documents across your project in a single place.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the unified documents view​

From the main navigation, go to the Data section and open the unified documents view to see all documents associated with your current project in a single list.

Open the unified documents view

Step 2: Review document list and layout options​

Scroll through the central document list to review key details, and switch between grid and table layouts using the layout icons to choose the view that best fits your workflow.

Review document list and layout options

Step 3: Search for specific documents​

Use the search bar at the top of the view to type part of a document name or keyword; the list updates instantly to show only matching documents.

Search for specific documents

Step 4: Apply filters and presets​

Open the filter options and select from powerful filter presets such as status or source; combine filters and filter chips to narrow the list to just the documents you care about.

Apply filters and presets

Step 5: Check CDE connection status​

Review the CDE connection indicator in the header to confirm whether your project is connected to external Common Data Environments and understand the sync status of linked documents.

Check CDE connection status

Step 6: Select one or more documents​

Click on an individual document row or card to highlight it, or use the selection checkboxes to select multiple documents and enable bulk actions.

Select one or more documents

Step 7: Use bulk actions on selected documents​

With multiple documents selected, use the bulk action bar to perform actions such as restoring from archive or other available bulk updates across your selection.

Use bulk actions on selected documents

Step 8: Open detailed split view for a document​

Click a single document to open the split-pane detail view, where you can navigate between Content, Connections, Versions, and Comments tabs to understand the document in depth.

Open detailed split view for a document

Step 9: Regenerate a report or virtual document​

For eligible documents, use the regenerate action in the list or detail view to trigger the report or virtual document to be recreated based on the latest project data.

Regenerate a report or virtual document

Step 10: Restore archived or removed documents​

When viewing documents that have been archived or removed, use the restore action to bring them back into the active document set for continued use and collaboration.

Restore archived or removed documents

Step 11: Create new documents from templates​

Use the document template picker and generate document dialog to create new reports or virtual documents from approved templates, ensuring consistency across your project documentation.

Create new documents from templates

Step 12: Upload external documents​

Open the upload drawer to add new files from your device or connected CDEs, making them immediately available in the unified documents list with the correct source and metadata.

Upload external documents

Last updated: 2026-07-08