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Review documents in the grid using document cards

Use document cards to quickly scan, understand, and prioritise project documents from different sources in a unified grid view.

Audience

This guide is designed for project manager.

Steps​

Step 1: Locate the document grid​

Open the documents area of the application and scroll to the grid where each file is represented as a document card showing its key details.

Locate the document grid

Step 2: Identify documents by type and source​

Use the coloured icon tile and file-type symbol on each card to see at a glance whether a document is uploaded, from a CDE, a report, or generated, and what file format it is.

Identify documents by type and source

Step 3: Check document title and reference​

Read the prominent title and reference on the card, which provide the document’s display name and internal or project-specific reference to help you confirm you have the right file.

Check document title and reference

Step 4: Review source and status badges​

Look at the inline source and status badges to understand where the document comes from and whether it is processing, current, or in another lifecycle state.

Review source and status badges

Step 5: Skim the summary snippet​

Use the two-line summary snippet on the card to quickly understand the document’s content or purpose without opening the full file.

Skim the summary snippet

Step 6: Assess tags and categorisation​

Review up to three visible tags on the card, and note any "+N" indicator, to see how the document is categorised by type, topic, or discipline.

Assess tags and categorisation

Step 7: Check author, updates, and revision​

In the card footer, confirm who last updated the document, when it was updated, how many references it has, and which revision you are looking at.

Check author, updates, and revision

Step 8: Open a document from its card​

Click anywhere on the document card to open the selected document for full review, using the main on-click action provided by the grid.

Open a document from its card

Step 9: Open the changes or comparison view​

When available, use the comparison control on the card to jump directly into the changes view and review differences between revisions.

Open the changes or comparison view

Step 10: Use selection and hover states for triage​

Move your cursor over cards to highlight them, and select a card when needed, to visually track which documents you are actively reviewing or prioritising.

Use selection and hover states for triage

Last updated: 2026-06-26