Manage documents in the Unified Document view
Use the Unified Document view to browse, filter, open and manage all documents in your project from a single place.
This guide is designed for project manager.
Steps
Step 1: Open the Unified Document view
Navigate to the Data section of your project to open the Unified Document view, where all project documents are listed together in one place.
Step 2: Review document list and layout options
Browse the unified list of documents and switch between grid and table layouts using the layout icons to see documents in the format that best suits your review.
Step 3: Apply quick filters and presets
Use the filter chips and preset buttons (such as status- or type-based presets) to quickly narrow the list to documents that match your current focus.
Step 4: Use advanced filters for precise control
Open the advanced filter panel to apply detailed filters by attributes such as source, status and other metadata, then apply them to refine the document list.
Step 5: Check CDE connection status
View the CDE connection indicator to confirm connected systems and understand whether documents are being synchronised with your external CDE.
Step 6: Create or upload new documents
Use the create, generate or upload controls to start from a template, generate a report, or upload new documents into the unified list.
Step 7: Select documents for bulk actions
Select one or more documents to reveal the bulk action bar, where you can perform actions such as restoring or managing multiple documents at once.
Step 8: Open a document in split view
Click a document row or card to open it in the split-pane detail view with tabs for content, connections, versions and comments.
Step 9: Restore archived or previous documents
Use the restore actions on individual documents or from the bulk action bar to bring back archived documents into active use.
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Last updated: 2026-06-16