Review processing document details
View the full details of a processing document, including status, dates and related project information.
This guide is designed for project manager.
Steps
Step 1: Open the processing document detail panel
From the project data area, select a processing document to open its detail panel on the right-hand side of the screen.
Step 2: Check document status and key identifiers
At the top of the panel, review the document name, current processing status, reference or ID, and any visible tags or labels to confirm you are viewing the correct item.
Step 3: Review processing dates and progress
Scroll through the panel to see creation, submission and processing dates, and any progress indicators that show where the document is within the workflow.
Step 4: View related project and source information
In the information sections, confirm which project the document belongs to, who provided it, and any linked records or files.
Step 5: Inspect additional properties and notes
Expand any available sections within the panel to read metadata, comments and other supporting details that may affect project decisions.
Related Tasks
Last updated: 2026-06-27