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View recent documents in the dashboard

Use the Recent Documents widget to review the latest files added to your projects and open them for more detail.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the dashboard with the Recent Documents widget​

Navigate to your dashboard and locate the Recent Documents widget card, which lists the latest drawings, specs, reports and other files.

Open the dashboard with the Recent Documents widget

Step 2: Review document details in the list​

Scan the list to see each document’s name, type icon, upload date, uploader and any processing status message shown alongside the file.

Review document details in the list

Step 3: Group documents by project​

Use the Group by project toggle at the top of the widget to switch between a flat list and documents grouped under their respective project headers.

Group documents by project

Step 4: Refresh the list of recent documents​

Select the refresh button on the widget header to reload the data and ensure you are viewing the most up to date set of documents.

Refresh the list of recent documents

Step 5: Open a document from the widget​

Click a document row to navigate directly to that document’s page, where you can view full details or take further actions.

Open a document from the widget

Last updated: 2026-07-16