View an uploaded document and open the in-app viewer
Use the uploaded document detail view to review document information and open the in-app viewer for closer inspection.
This guide is designed for project manager.
Steps
Step 1: Open the uploaded document details
From your documents list, select the uploaded item (for example, "Fire Risk Assessment") to open its detailed view, where you can see core information such as title, reference and file name.
Step 2: Review document status and source information
On the detail view, confirm that the document source is shown as "Uploaded" and check the current status, reference and any other metadata to ensure you are looking at the correct version.
Step 3: Open the in-app document viewer
Use the "View" or equivalent action in the detail panel to open the in-app document viewer, which displays the PDF directly in the browser.
Step 4: Check document title and page count in the viewer
In the viewer modal, verify that the document title and initial page count are displayed correctly so you can confirm you are viewing the intended file.
Step 5: Download the document from the viewer
If available, select the download option in the viewer modal to save a copy of the uploaded document to your device for offline review or sharing.
Step 6: Close the document viewer
When you have finished reviewing or downloading, close the viewer modal to return to the uploaded document detail view and continue with other work.
Last updated: 2026-07-09