Review recent project documents
View the most recently uploaded project documents, see who uploaded them and when, and access quick actions such as preview and download.
This guide is designed for project manager.
Steps
Step 1: Open the Recent Documents widget
Navigate to the project dashboard and locate the “Recent documents” widget, typically displayed as a card showing a list of the latest files.
Step 2: Review document details
In the list, review each document’s name, type (for example, Drawing, Specification or Report), upload date and the person who uploaded it, indicated by their avatar and name.
Step 3: Filter and refresh the list
Use the filter control to focus on specific document types if available, and click the refresh button to reload the list with the latest uploads.
Step 4: Preview or download a document
For any document in the list, use the action icons (such as the eye for preview or the download icon) to quickly open or save a copy of the file.
Step 5: Identify loading and error states
When data is loading, observe the placeholder skeleton rows; if an error occurs, review the alert message and use the refresh button to try loading the documents again.
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Last updated: 2026-02-02