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Review and update a processing document

Use the document detail panel to review processing status, download the file, adjust document metadata, and collaborate via comments.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the document detail panel​

In the project’s document list, select a processing document to open its detail panel on the side of the screen. The panel shows the document name, type, processing status, and key metadata.

Open the document detail panel

Step 2: Review processing status and details​

Check the processing status indicator, timestamps, and any analysis information shown in the header and summary sections to understand where the document is in the workflow.

Review processing status and details

Step 3: Download the document​

Click the Download button in the header to retrieve the current version of the document file to your computer for offline review.

Download the document

Step 4: Adjust document type and status​

Use the document type and status dropdowns to update how the document is classified in the system, then apply the changes so they are saved to the project.

Adjust document type and status

Step 5: Review drawing comparison highlights (if available)​

When drawing comparison data is available, view the analysed image with bounding boxes that highlight differences or important regions identified during processing.

Review drawing comparison highlights (if available)

Step 6: Add a comment for your team​

In the comments area, type your message in the text box and select the Send button to create a new comment linked to this document for other project members to see.

Add a comment for your team

Step 7: Reply to existing comments​

Read the existing conversation, then use the comment input to respond, clarify issues, or record decisions directly in the document’s discussion thread.

Reply to existing comments

Step 8: Accept and finalise the document​

When you are satisfied that the document is complete, use the Accept or Save Changes actions to confirm it and update its status in the project.

Accept and finalise the document

Step 9: Share the document with other organisations​

Open the sharing options, select the relevant partner organisations or members, and confirm to allow them access to this document as needed.

Share the document with other organisations

Last updated: 2026-01-28