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Search and filter project documents

Use the document search panel to quickly find, review and select relevant project documents.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the document search panel​

Open the feature or tool that uses the document search panel for your chosen project; the panel lists recent and relevant documents for that project.

Open the document search panel

Step 2: Enter search terms​

Type a document name, reference, author or keyword into the search box; the list updates automatically to match your search as you type.

Enter search terms

Step 3: Refine results using filters and sort options​

Adjust any available filters, such as document source or type, and change the sort order so that the most relevant or most recent documents appear first.

Refine results using filters and sort options

Step 4: Review document details​

Scan each result row to review key information such as document name, type, last updated date, reference, revision, author and summary, helping you choose the correct version.

Review document details

Step 5: Identify latest and unavailable documents​

Use on-screen labels to see which documents are the latest versions and which are unavailable for selection, including any reason shown for why they cannot be picked.

Identify latest and unavailable documents

Step 6: Select one or more documents​

Click a document to select it; when multi-select is enabled you can choose more than one document, up to any limit shown, and already selected documents are clearly marked.

Select one or more documents

Last updated: 2026-08-31