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Review recent document revisions

Use the Document Changes widget to see which project documents have recently changed, what was updated, and which trades are affected.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Document Changes widget​

On the dashboard, locate the “Document Changes” widget card showing recent document revisions and an overview of changes.

Open the Document Changes widget

Step 2: Refresh the list of document changes​

Click the refresh icon button in the widget header to load the latest document change information from the system.

Refresh the list of document changes

Step 3: Scan the list of updated documents​

Review each row in the list to see the document name, previous and new revision numbers, and a short change summary.

Scan the list of updated documents

Step 4: Check which trades are affected​

For each change, read the affected trades badges to understand which disciplines or subcontractors are impacted by the revision.

Check which trades are affected

Step 5: Understand how recent each change is​

Look at the time indicator (for example “15m ago”, “3h ago”, or “Yesterday”) to gauge how recently each document was updated.

Understand how recent each change is

Last updated: 2026-02-02