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View recent project documents

Use the Recent Documents widget to quickly review and open the latest files uploaded across your projects.

Audience

This guide is designed for project manager.

Steps​

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

From the main PlanOps dashboard, locate the Recent Documents widget card, which lists the most recently uploaded files across your projects.

Open the dashboard with the Recent Documents widget

Step 2: Review the list of recent documents​

Scan the list to see each document name, type icon, upload date and who uploaded it, so you can quickly understand the latest project activity.

Review the list of recent documents

Step 3: Identify the project for each document​

Use the project name shown with each document, or enable project grouping if available, to see which project each file belongs to before opening it.

Identify the project for each document

Step 4: Check document processing status​

Look at the processing status shown for each document to confirm whether it has finished processing or still requires time before full details are available.

Check document processing status

Step 5: Open a document from the widget​

Select a document row to open its detailed view or related page, allowing you to inspect the file and any extracted information.

Open a document from the widget

Last updated: 2026-09-03