View and understand document details
Review key information about a selected project document, including metadata and status, in a single side panel.
This guide is designed for project manager.
Steps
Step 1: Open the document detail panel
Select a document from the project data list to open its detail panel on the side of the screen, showing its key properties.
Step 2: Review core document information
Check the document name, type, and any reference identifiers to confirm you are looking at the correct file.
Step 3: Check document status and dates
Review status, version, and important dates such as creation or last updated to understand the document’s lifecycle.
Step 4: Examine additional metadata
Look over any extra attributes such as discipline, work package, or tagging used for project reporting and filtering.
Step 5: Use the panel while reviewing the document
Keep the detail panel open as a reference while you view or discuss the document elsewhere in the application.
Related Tasks
Last updated: 2026-06-27