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View and verify a shared project document

Review a publicly shared project document, check its details, and optionally verify or download it for your records.

Audience

This guide is designed for project manager.

Steps​

Follow the shared link you received to open the public document page, where the document viewer and basic details are displayed.

Open the shared document link

Step 2: Complete any verification checks​

If prompted, enter the required verification details (such as password or email) in the verification gate to unlock access to the document.

Complete any verification checks

Step 3: Review document details and metadata​

Use the header area to confirm the document title, file name, document type, reference, and project or organisation information before you proceed.

Review document details and metadata

Step 4: Navigate the document outline​

Use the document outline navigation panel to jump directly to key sections or pages within the document for faster review.

Navigate the document outline

Step 5: Zoom and adjust the viewer​

Use the public viewer toolbar controls to zoom in, zoom out, and fit the document to your screen so that text and drawings are comfortable to read.

Zoom and adjust the viewer

Step 6: View pages at full size​

Select the full image option to open a page at maximum size in a focused view, allowing you to inspect detailed content such as drawings or small text.

View pages at full size

Step 7: Download the document​

Use the download button to save a copy of the shared document to your device, keeping a local record for your project files.

Download the document

Step 8: Verify the document status​

Use the verify option to confirm the document status against the source system, so you can be confident you are working with the latest approved version.

Verify the document status

Step 9: Check source and register information​

Review any displayed register or data source details, including layout and block references, to understand where the document content originates.

Check source and register information

Step 10: Use asset recovery options if shown​

If an asset recovery banner is displayed, follow the on-screen guidance to recover or re-open related project assets linked to this document.

Use asset recovery options if shown


Last updated: 2026-08-31