Review and manage document details in split view
Use the split-view document detail page to review content, track revisions, manage tags, and collaborate via comments across all document source types.
This guide is designed for project manager.
Steps
Step 1: Open the document in split view
From the document list, select a document to open it in the split-view layout, with the navigation list on the left and full document details on the right.
Step 2: Navigate between documents in the mini list
Use the mini document list on the left pane, along with the previous and next controls, to quickly move between related documents without leaving the split view.
Step 3: Review document status and metadata
In the right pane, check the status and source badges, title, tags, author, and timestamps to understand the current state and origin of the document.
Step 4: View and edit document content
Open the Content tab to read the full document body, switch between rendered and raw formats where applicable, and make any allowed edits before saving your changes.
Step 5: Manage connections to other items
Go to the Connections tab to review and adjust links between this document and related drawings, reports, virtual documents, or workflows.
Step 6: Track versions and revision history
Use the Versions tab to review the revision chain, compare versions where available, and confirm which revision is currently active in the project.
Step 7: Add and review comments
Open the Comments tab to read existing discussion, add new comments, and mention team members so that decisions and clarifications stay attached to the document.
Step 8: Download the latest report or document
Select the download option to export the current report or source document as a file you can share externally or store in your own filing system.
Step 9: Generate and save AI-assisted content
Where available, trigger AI-assisted content generation or drafting tools, review the proposed output, and use the save action to store generated content as part of the document.
Step 10: Delete reports or generated content when no longer needed
Use the delete controls to remove outdated reports or generated content from the document, helping keep the record focused on current information.
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Last updated: 2026-06-26