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Review register block details in a document

Review a snapshot of register data, including grouped rows and key fields, within a document composition screen.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the document composition view​

Navigate to the document composition area where register blocks are displayed as cards within your document layout.

Open the document composition view

Step 2: Locate the register block card​

Find the card that shows register information, identified by its source label such as Documents or Project records and any item type name.

Locate the register block card

Step 3: Review grouped register rows​

Examine how rows are grouped, including any group labels and tones that visually highlight critical, warning, neutral, or OK groupings.

Review grouped register rows

Step 4: Check column values and formatting​

Read each cell value in the register snapshot, with dates, times, currency, percentages, boolean flags, and lists all formatted for easy understanding.

Check column values and formatting

Step 5: Interpret status tones in the register​

For columns using status, use the background and text tone styling to quickly understand the status of each row, such as issues that are critical or OK.

Interpret status tones in the register

Last updated: 2026-07-27