Review and comment on a project document
Use the document detail panel to review document information, download files, move them to pending status, and collaborate with your team through comments and sharing.
This guide is designed for project manager.
Steps
Step 1: Open the document detail panel
Select a document in your project so that the document detail panel opens on the side of the screen, showing its title, type icon, status badge, and key metadata.
Step 2: Review document details
Check the document type, current status, processing state, and any project- or organisation-related information displayed in the panel to confirm you are looking at the correct file.
Step 3: Download the document
Click the Download button in the panel header to download the current version of the document file to your device.
Step 4: Share the document
Use the Share option in the panel to open the share dialog, where you can configure how the document is shared with other users or organisations.
Step 5: Move the document to pending
If you have permission, select the option to move the document to Pending, updating its status so others can see it requires review or action.
Step 6: Add a new comment
In the comments section, type your feedback or questions into the comment text area and click the Send button to post your comment to the document’s discussion thread.
Step 7: Review comments and participants
Scroll through the list of existing comments, checking each commenter’s avatar, name, and timestamp to understand the conversation history around the document.
Step 8: Adjust panel size or close the panel
Use the expand or collapse control to resize the document detail panel for more space, or click the Close (X) button to hide the panel when you have finished.
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Last updated: 2026-01-28